Pricing
Simple pricing for advisory firms.
Factorwork is priced per firm, not per seat. Early access partners set the terms with us directly.
Early Access
Let's talk
For RIA firms joining the first cohort. You help shape the product; we work closely with you on onboarding and implementation.
- Full platform access
- Unlimited client households
- Momentum + value factor signals
- Tax-aware optimization engine
- Lot-level gain/loss tracking
- Per-trade explainability reports
- Direct onboarding support
- Early access pricing locked in
General Availability
Coming soon
Tiered pricing based on AUM and household count. Published when we open general availability.
- All Early Access features
- AUM-based pricing tiers
- Multi-advisor firm support
- API access
- Custodian integrations
- Priority support
What's included
Factor signals
Tax optimization
Portfolio management
Common questions
How is early access pricing structured?
Early access partners work directly with us to set terms that reflect the stage of the product and the value of their feedback. We don't publish a rate card for early access — reach out and we'll talk through it.
Is pricing per advisor or per firm?
Factorwork is priced per firm, not per seat. A single subscription covers your entire advisory team and all client households on the platform.
What AUM size is a good fit?
Early access firms typically manage between $100M and $2B in taxable equity AUM. If you're outside that range, reach out anyway — we're flexible at this stage.
Do you integrate with custodians?
Custodian integrations are on the roadmap for general availability. Early access firms work with us directly on data ingestion during onboarding.
Ready to talk?
Early access is limited. Tell us about your firm and the portfolios you'd run through Factorwork.