Flexible, Transparent Pricing Packages for All Firms

Full User licenses provide complete platform access and administrative capabilities, ideal for compliance team members and supervisors. Limited User licenses offer restricted access for employees who are involved in very specific tasks like marketing reviews. Limited users may include members of your marketing or legal teams. Employees are access persons that will be included in completing certifications and submitting preclearance forms. We will also monitor personal trade accounts for employee users.

Yes! You can upgrade your package at any time as your needs grow. Our team will help ensure a smooth transition and provide any necessary training for new features. 

Yes, for large organizations with specific needs, we offer custom enterprise pricing packages. Contact our team to discuss your requirements. 

We bill annually for the platform subscription and implementation fee is due at the start of implementation. Add-ons can be incorporated into your annual billing cycle. 

Yes! If you sign up for both Firm and Employee compliance solutions, Skematic will gladly offer bundle discounts. The discounts will vary depending on which packages are selected.