Pricing that fits your family office.
One subscription, scoped to what you track rather than what you manage. We'll put together a clear quote with you in a short conversation.
Getting started
A short conversation
Tell us how your office is set up: the entities, the funds, and who needs access.
A clear quote
One price scoped to your footprint, with no fees tied to your assets.
Guided onboarding
We walk your team through setup and loading your statements and documents.
One clear view
Your team and principals sign in to the same numbers, tied to source.
How pricing is set
- 01
Based on what you track
Your price reflects the entities, investments and people on your account, never a percentage of assets. Whether you manage $25M or $250M, it only changes when your needs do.
- 02
Start small, grow anytime
Begin with the entities you need today and add more when you're ready. We prorate any change on your next invoice.
- 03
See it with your own portfolio
A guided demo and onboarding period let you evaluate Elara on your real data before you commit.
Security, built in
Encrypted throughout
Data is encrypted at rest and in transit, and significant actions are kept in an append-only audit trail.
Hosted in the United States
On Microsoft Azure, with automatic daily backups and point-in-time recovery.
Isolated by design
Your firm's data is kept completely separate from every other client's.
Frequently asked questions
No. Pricing is based on what you track (entities, investments and users), not on the value of your assets. Whether you manage $25M or $250M, your price only changes when your needs do.
Yes. Add or remove entities, investments or users at any time, and we'll prorate the difference on your next invoice.
We offer a guided demo and a structured onboarding period so you can evaluate Elara with your real portfolio data before committing.
Your data is hosted on Microsoft Azure and encrypted at rest and in transit. You sign in with your Microsoft work account or, where enabled for your firm, with email, password and two-factor authentication; passwords are stored only as a one-way hash. Sign-ins, changes, deletions and downloads are recorded in an append-only audit trail that can't be edited. Your firm's data is kept separate from every other client's, and an automated test checks that boundary before each release.
Client databases, documents and backups are stored in the United States on Microsoft Azure (Central US region), with automatic daily backups and point-in-time recovery.
Yes. You own your data. On request we provide a structured export of every record (entities, portfolios, investments, transactions, documents) in standard formats, with no exit fee. On account closure, operational data is removed; audit logs are retained in our immutable archive.