ELARA

Plans that fit your family

Transparent, fixed pricing — never tied to your AUM.

Save 17% on an annual subscription

Essential

For single-family offices starting to track private alternatives.

$399
per monthbilled monthly
  • Up to 3 entities, 25 investments
  • Portfolio Overview, Investments, Managers
  • Capital calls, transactions, capital accounts
  • Multi-currency · IRR · TVPI · DPI
  • 2 users
  • Email support
  • 5 GB document storage

Professional

Popular

For established family offices with complex multi-entity portfolios.

$699
per monthbilled monthly
  • Everything in Essential, plus:
  • Unlimited AI document extraction
  • Unlimited entities & investments
  • Ownership & Sharing across entities
  • Journal entries · Investor Profile
  • Custom fee schedules
  • Audit logs · Pending approvals
  • 10 users with role-based access
  • Priority support · 50 GB storage

Enterprise

For multi-family offices, RIAs, and institutional investors.

Custom
  • Everything in Professional, plus:
  • Inbound email auto-parsing (capital notices, transactions)
  • Advanced RBAC + resource-level access grants
  • Impersonation logs for compliance
  • Microsoft Entra ID SSO, custom integrations on request
  • Dedicated CSM and white-glove onboarding
  • Unlimited users & document storage

Compare plans & features

ShowingProfessional

Limits

Entities
Unlimited
Investments
Unlimited
Users
10
Document storage
50 GB

Core capabilities

Portfolio overview
Investments & manager directory
Capital calls & transactions
Multi-currency · IRR · TVPI · DPI
Capital accounts (PCAP)

Workflow & governance

Ownership & sharing across entities
Journal entries
Investor Profile
Custom fee schedules
AI document extraction
Audit logs · pending approvals
Role-based access

Analytics & insights

Insights dashboard
Liquidity & cash-flow forecasting
Performance analytics
Diversification & concentration
Benchmarks & PME comparison
Quarterly report builder · PDF export

Enterprise & compliance

Inbound email auto-parsing
Advanced RBAC + resource-level grants
Impersonation logs
White-label branding
Four-eyes wire approval
Data-retention controls
Scheduled report delivery
SAML SSO & SCIM with your own IdP
Custom integrations on request
Dedicated CSM · white-glove onboarding

Support

Email support
Priority support
Dedicated CSM

Security is standard on every plan. Microsoft Entra sign-in, encryption in transit and at rest, single-tenant data isolation, full audit logging, and role-based access enforcement apply to every tier. The Enterprise & compliance row adds advanced governance and operational controls — not a safer app.

Frequently asked questions

No. ELARA uses fixed-tier pricing. Whether you manage $25M or $250M, you pay the same — your cost only changes when your operational needs do.

Yes. Upgrade or downgrade at any time. 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 with enterprise-grade encryption, both at rest and in transit. Enterprise customers sign in through Microsoft Entra ID; Essential and Professional accounts use email and password, stored only as a one-way hash. Every action in ELARA is recorded in a tamper-proof audit trail that cannot be edited or deleted by anyone. Your firm's data is completely isolated from every other customer's, and we continuously test that boundary before any change reaches production.

Customer 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 — full stop. 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.