Growth
01For emerging CLO managers running 1-3 CLO portfolios.
$2,500/ month
- Up to 3 CLO portfolios
- Daily trustee tape ingestion
- OC/IC compliance monitoring
- Basic reconciliation
- Email alerts
- Standard support
Pricing
Simple plans for
confident CLO managers.
Pick the tier that matches your portfolio size. Every plan includes full reconciliation, compliance monitoring, and audit reports no feature paywalls, no surprise meters.
14-dayfree trial
no card required3 plans · 1 product
Always-on
Professional
02For established CLO managers running 4-10 portfolios.
$7,500/ month
- Up to 10 CLO portfolios
- Real-time data reconciliation
- What-if scenario simulator
- Multi-source reconciliation
- Custom alert thresholds
- Audit trail & reporting
- API access
- Priority support
Enterprise
03For large CLO platforms managing 10+ portfolios at institutional scale.
Custom
- Unlimited CLO portfolios
- Bloomberg B-PIPE integration
- Geneva / OMS integration
- Custom trustee tape formats
- Dedicated infrastructure
- SSO / SAML
- 24/7 support + SLA
- On-premise option
FAQ
Clear answers to
compliance questions.
Still unsure about your specific CLO setup? Reach out from the contact page a real compliance specialist responds within one business day.
Not sure which plan?
We'll match you to the right plan in under 20 minutes.
A real CLO compliance specialist reviews your portfolio count, data sources, and reporting needs, then tells you exactly which plan fits. No slides, no pressure.
Book a sizing call
Trusted by CLO managers
Replies in 24h
avg. 20 min call