Every plan is the full Valivra platform with unlimited member seats and portfolios. Plans differ in how many accounts you can add. A brokerage account, a house, and a loan each count as one.
For the individual investor — share with family and advisors.
billed monthly
billed annually
5 accounts included
Brokerage, real estate, loans, and every other account type count the same. Beyond the included count, accounts are added automatically at $100/mo each.
More accounts for a growing book — share with family and advisors.
billed monthly
billed annually
15 accounts included
Brokerage, real estate, loans, and every other account type count the same. Beyond the included count, accounts are added automatically at $100/mo each.
Most capable
For advisors with many accounts across many families.
Contact sales
custom pricing and capacity
Account capacity by agreement
Tailored limits, billing, and support for firms and funds.
Unlimited member seats and portfolios on every plan. Online payments are not wired up yet. Questions? Email Carson Cole.
Bots on your book: Desk answers from the book and routes work to specialists; AI statement import from PDFs; email Q&A that replies in-thread.
Schwab sync and a live order ticket, named portfolios, income views, tax lots, and capital gains.
Real estate, vehicles, bank accounts, private businesses, life insurance, loans you have made, and liabilities such as a mortgage or a credit card — each one an account beside the brokerage book.
Live prices, indices, treasuries, commodities, market hours, and movers.
EDGAR filings, income / balance sheet / cash flow, valuations, dividends, EPS, and splits.
Coverage of your names, catalyst calendars, earnings dates, and The Daily weekday briefing.
Unlimited member seats, role-based access, watchlists, passkeys, and the REST API.
