Portfolio Tiers

Corporate records. Equity. One portfolio platform.

Manage corporate governance and equity across your client portfolio. Choose the tools, client experience and support that fit the way your firm works.

Save about 15%

For client portfolio management

Essentials

$2,495 / year
Billed annually

Manage corporate records and equity in one workspace.

Your core portfolio platform

  • Corporate records and minute books
  • Cap tables and share registers
  • Stakeholder portal
  • Standard onboarding and support

Included capacity

Up to 10 corporations 5 internal users

For connected records and approvals

Professional

$4,995 / year
Billed annually

Connect transactions with their supporting records.

Everything in Essentials, plus

Record Graph

Link every transaction to the resolutions, approvals and supporting evidence behind it, so each change can be explained.

  • Standard onboarding and support

Included capacity

Up to 25 corporations 10 internal users

For entity relationships and automation

Advanced

$8,995 / year
Billed annually

Understand entity relationships and streamline portfolio operations.

Everything in Professional, plus

Entity Relationships

Visualize ownership and relationships between corporations.

  • Bulk operations
  • Branded and QR-verified certificates
  • Compliance automation
  • Enhanced reporting
  • Priority onboarding and support

Included capacity

Up to 50 corporations 20 internal users

For portfolio-wide oversight

Intelligence

$15,995 / year
Billed annually

Navigate your portfolio with dedicated onboarding and support.

Everything in Advanced, plus

Portfolio Explorer

Explore connections between people, entities and supporting records across your portfolio.

  • Migration assistance
  • Dedicated onboarding
  • Priority support and account management

Included capacity

Up to 100 corporations 40 internal users

Not sure which tier fits, or prefer to talk before signing up? Contact Sales.

Talk to us

Enterprise

Custom pricing
Tailored licensing, scoped with our team

Beyond 100 corporations, or for national and international organizations requiring advanced support, custom integrations, and enterprise onboarding.

Everything in Intelligence, plus

  • Firm-branded client portal
  • Advanced support and custom SLAs
  • Custom integrations and SSO
  • Dedicated infrastructure and data residency options

Included capacity

  • 100+ corporations
  • Custom user provisioning
  • Enterprise onboarding
Contact Sales

See the relationships. Trace the supporting records.

Record Graph

Follow transactions through linked approvals, resolutions and supporting documents. Included in Professional and above.

Entity Relationships

Explore ownership and entity relationships to understand how corporations connect. Included in Advanced and above.

Portfolio Explorer

Search and navigate people, entities and supporting records across the corporations you can access. Included in Intelligence and Enterprise.

Firm-branded client portal

Give clients a portal with your firm's logo, colors and client-facing email branding. Included in Enterprise.

Included in every Portfolio plan

Corporate governance and equity management at every tier, with the tools to keep your records, ownership and stakeholders connected.
  • Firm-managed workspace
  • Corporate records management
  • Cap tables and share registers
  • Stakeholder portal
  • Role-based access control
  • Portfolio-level 2FA
  • Version history
  • 7-year audit log retention

Octelligence Portfolio connects corporate records, cap tables, stakeholder access and governance workflows across your client portfolio. Keep ownership and its supporting records together, with access controlled by corporation.

Not a firm? Looking at this for your own portfolio of corporations? See individual pricing. Scale covers up to 5 corporations under one organization.

Role-based access controls Regional document storage (US, Canada, EU) Sign in with Google
Need to migrate from another platform?
Our team provides migration assistance for organizations transitioning from legacy corporate governance platforms, helping you onboard quickly and confidently.
Talk to us about migration
Early Adopter Portfolio Program
A limited number of organizations onboarding before March 31, 2027 may qualify for preferred portfolio pricing and grandfathered licensing.

Choose Essentials, Professional, Advanced or Intelligence with monthly or annual billing. Enterprise is scoped with our team. Prices are in USD; pricing may vary by jurisdiction.

Client continuity

Records that survive changes in advisor.

Corporate records stay structured and defensible even when the firm–client relationship changes. This protects your clients and protects your firm.

Records are never deleted automatically

Governance history, audit logs, certificates, and registers stay preserved. No silent data loss. No broken verification links.

Clean transfers between firms

If a client moves to another firm, their corporation can be transferred intact, with full document history and audit trail preserved.

Clients can subscribe directly

If a client chooses to manage records independently, they may subscribe directly and retain access to their structured digital minute book.

FAQ

Common questions

Every Portfolio plan includes the core governance platform: firm-managed workspace, corporate records management, cap tables and share registers, stakeholder portal, role-based access control, Portfolio-level 2FA, version history, and 7-year audit log retention. Portfolio 10 and Portfolio 25 differ only in capacity. Portfolio 50 adds bulk operations, branded and QR-verified certificates, compliance automation, and enhanced reporting. Portfolio 100 adds dedicated onboarding, migration assistance, and dedicated account management. Enterprise adds SSO, custom integrations, custom SLAs, and dedicated infrastructure.

Your organization gets a structured onboarding plan sized to your portfolio. Portfolio 10 and Portfolio 25 include standard onboarding, Portfolio 50 includes priority onboarding, and Portfolio 100 and Enterprise include dedicated onboarding and migration assistance. We help you map existing records into the platform, set up roles, and apply your branding to verification pages.

Yes. Firms typically start on Portfolio 10 or Portfolio 25 and move up as the portfolio grows. Downgrades are supported at renewal, provided the lower tier’s corporation and user caps accommodate your current portfolio.

Records are never deleted automatically. If a client transitions to another firm, their corporation can be transferred intact with full document history and audit trail. If a client chooses to manage their records independently, they may subscribe directly and retain access to their digital minute book.

Yes. For organizations managing large portfolios, or requiring SSO, dedicated infrastructure, custom integrations, custom SLAs, or negotiated terms, we offer custom Enterprise arrangements. Contact Sales to scope a fit.

All four Portfolio plans are fully self-serve: pick your plan, enter your details, and you’re in. Enterprise is tailored with our team. At that scale, migration typically involves IT review, billing terms, and a multi-party buying decision, so a 15–30 minute call upfront saves time on both sides. If you’re not sure which tier fits, the same call settles it quickly.
Ready to scope Portfolio Licensing for your firm?

A 15-minute call is enough to identify the right tier, answer questions, and outline onboarding for your client portfolio.

Talk to us See how firms use it