Pricing based on your business goals

Finalis offers

Flexible pricing options (fixed
and variable)
Affordable broker-dealer
affiliation
Customizable for any size
business
Volume-based discounts

Complimentary

Ideal if you’re unregistered with FINRA, the timing to join a broker-dealer isn’t quite right, you want to receive an updated client-facing NDA annually or simply stay updated on how to compliantly engage in M&A, private placements, and alternative investments.

  • Fresh client-facing NDA delivered to you annually
  • Access the Finalis education library

Integrated

Ideal for one-time projects or lower volumes with the flexibility to pay as you go.

Fixed Monthly Fee

  • Broker dealer with 24/7 compliance and customer support teams
  • Deal Flow technology
  • Legal Template Library
  • Access Finalis education library
  • White-label option
  • Global reach
  • E&O insurance

Customized

Ideal for higher volumes and banks and placement agencies in a growth phase.

Flexible Pricing Options (fixed + variable)

  • Broker dealer with 24/7 compliance and customer support teams
  • Deal Flow technology
  • Legal Template Library
  • Access Finalis education library
  • White-label option
  • Global reach
  • E&O insurance
  • Research Solutions

Learn more and contact us


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