Fixledger · Pricing
Pricing

Flat. Like software should be.

Scoped once to your book and the accounts we automate. No surprise modules, no forced migration.

Per firm, per year
One flat price, scoped to you.

Two inputs set the fee: your engagement scope and the accounts under automation. In the range of the desktop license you are replacing, settled on one walkthrough call.

Book a walkthrough
TAILORING IS CONFIGURATION, NOT CONSULTING
Everything included
Implementation and history migration
Parallel run through a full quarter-end
Daily reconciliation, every account in the book
Strategy-aware reports under your brand
Batch delivery with per-client logs and archives
Deployed in your environment
How we scope it
01 · WALK US THROUGH
Your book, thirty minutes
Your custodian, your strategies, your report language, and where your quarter-end hurts.
02 · ONE FLAT QUOTE
The core, flat
Reconciliation and reporting, scoped to your book and the accounts under automation. Implementation and migration included.
03 · ADD AS YOU GROW
Services on top
Added modules join the same flat model when you want them, never as leverage: document intelligence for the client file, a cited firm knowledge base, review-ready work products.
For context
The desktop license today
$3,000 to $6,000
a year, on software the vendor retired from active development
The sanctioned cloud upgrade
$15,000 to $25,000
a year, as quoted to our first customer
{{ brandUpper }}
One flat price
scoped on a walkthrough call, implementation included, nothing held hostage

Book a walkthrough.

Thirty minutes, no prep, no deck. We demo a live book running first. Bring yours and we will show you what it looks like automated.

Thanks. We will reach out within one business day.
Prefer email? {{ email }}
Questions
How is the fee set? +

A flat annual subscription, scoped per firm rather than set from a rate card. Two inputs set it: engagement scope and the number of accounts under automation, so the fee holds software margins at any book size. Added modules are priced only when you add them.

What happens to my history? +

We migrate it from your current system and prove it during the parallel run, so nothing cuts over until your numbers and ours agree.

Do you calculate performance? +

Values, activity, and income come standard. Time-weighted returns are scoped per firm, against the exact data points your current reports show.

Which custodians do you support? +

Interactive Brokers today. Schwab and Fidelity next. If yours is different, tell us; feed coverage is where we start every conversation.

Who runs it day to day? +

Your team approves; {{ brand }} does the rote work. We stay embedded through cutover and beyond, and every correction still carries a human sign-off.