Pricing Made Simple
Built for Financial Institutions of All Sizes
Transparent
TransparentPredictable
Fits All
Modular by Design.
Scalable by Nature.
Solutions
Select the purpose-built solutions you need – onboarding, due diligence, reporting – and expand as you scale.
Organizations
Organize by location, subsidiary, or jurisdiction. Maintain separation while enabling collaboration across your entire organization.
Step Into Your Workspace
Trusted
For organizations focused on operational efficiency.
Choose a Solution
add more as needed
Full Ecosystem Access
Workspace
Starter AI & Automations
Unlimited Users & Usage
Team Workspace
Core Workflows
Activity Tracking & Reports
Standard Forms
Security & Support
Financial-Grade Security
Trust Center
Kickoff Training
Standard Support
Advanced
For organizations that want to embody industry best practices.
Choose a Solution
add more as needed
Full Ecosystem Access
Workspace
Advanced AI & Automations
Unlimited Users & Usage
Up to 5 Workspaces
Intelligent Workflows
Full Audit Trails & Analytics
Custom Forms
Security & Support
Financial-Grade Security
Trust Center
Success Track with U-Reg Experts
Priority Support
Enterprise
For complex enterprises with demanding regulatory and infrastructure needs.
Choose a Solution
add more as needed
Full Ecosystem Access
Workspace
Finetune AI to Your Process
Unlimited Users & Usage
Organization-Wide Workspaces
Orchestrated
Workflows
Enterprise Audit Trails & Business Intelligence
Enterprise System Integrations
Security & Support
Financial-Grade Security
Trust Center & Due Diligence
Enterprise Infrastructure Setup
Dedicated U-Reg Experts
Dedicated Support
Service Provider
For practices that digitalize
and scale across clients.
Choose a Solution
add more as needed
Full Ecosystem Access
Workspace
Streamline Service Execution
Unlimited Users & Usage
Up to 100 Workspaces
Standardize workflows across client workspaces
Custom, branded templates reflecting your expertise
Security & Support
Financial-Grade Security
Trust Center & Due Diligence
Enterprise Infrastructure Setup
Success Track with U-Reg Experts
Dedicated Support
Self-Serve Applications
Expert solutions for your compliance need – fully interoperable and scalable.
Profiles
Manage Identities
Workflows
Run Processes
Exchange
Connect Organizations
Forms
Generate Documents
Docs
Secure Documents
Screens
Verify Identities
Popular Add-ons
System Integrations
Connect to your own systems and maintain synchronized data for streamlined operations and business continuity.
White Labeling
Deliver a fully branded experience — from logos to domains — to make the platform your own.
Dedicated Environment
Run the platform on standalone infrastructure — client-managed or hosted — to meet compliance or sovereignty needs.
Source of Wealth
Automate the collection and corroboration of source of wealth, all while enabling secure collaboration with clients and advisors.
Efficient Operations Start Here
Discover how our clients reduce friction and accelerate growth with U-Reg. Book a demo to find the right solution for your business.