Portfolio Licensing

Pricing built for firms managing corporate records at scale.

Built for law firms, accounting firms, corporate service providers, and holding companies managing multiple corporations. A firm-managed workspace with premium corporate governance, structured onboarding, and migration assistance. Four self-serve plans from 10 to 100 corporations, plus a tailored Enterprise option.

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For firms managing 10–500+ client corporations
What firms get
Firm-managed workspace

Every client corporation under one firm license with portfolio controls.

Branded verification

Share certificates verified on pages that carry your firm’s brand.

Role-based access

Partners, paralegals, and clients see only what they should.

Priority onboarding

Structured migration and setup for your existing client portfolio.

Portfolio Tiers

Premium corporate governance, priced to scale.

Four self-serve plans, priced by the number of corporations you manage. Every plan runs on the same governance platform. Enterprise is tailored with our team for organizations beyond 100 corporations.

Save 15%
Self-serve

Portfolio 10

$2,495 / year
Billed annually

For boutique firms and holding companies bringing a first group of corporations onto one platform.

Plan capacity

  • Up to 10 corporations
  • Up to 5 internal users

Onboarding and support

  • Standard onboarding
  • Standard support

Includes

  • The full governance platform
Self-serve

Portfolio 25

$4,995 / year
Billed annually

For firms and holding companies establishing centralized corporate governance.

Plan capacity

  • Up to 25 corporations
  • Up to 10 internal users

Onboarding and support

  • Standard onboarding
  • Standard support

Includes

  • The full governance platform
Most popular

Portfolio 50

$8,995 / year
Billed annually

For established practices managing active multi-entity governance portfolios.

Plan capacity

  • Up to 50 corporations
  • Up to 20 internal users

Onboarding and support

  • Priority onboarding
  • Priority support

Everything in Portfolio 25, plus

  • Bulk operations
  • Branded and QR-verified certificates
  • Compliance automation
  • Enhanced reporting
Largest portfolios

Portfolio 100

$15,995 / year
Billed annually

For firms managing large portfolios that need dedicated onboarding and migration assistance.

Plan capacity

  • Up to 100 corporations
  • Up to 40 internal users

Onboarding and support

  • Dedicated onboarding
  • Priority support and account management

Everything in Portfolio 50, plus

  • Migration assistance
  • Dedicated account management

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 Portfolio 100, plus

Plan capacity

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

Included in every Portfolio plan

The full governance platform, at every tier. Plans differ by capacity, onboarding, and support.
  • Firm-managed workspace
  • Corporate records management
  • Cap tables and share registers
  • Stakeholder portals
  • Role-based access control
  • Portfolio-level 2FA
  • Version history
  • 7-year audit log retention

Octelligence Portfolio centralizes corporate records, cap tables, stakeholder access, and governance workflows across your entire client portfolio. Whether you manage 10 corporations or several thousand, our platform scales with your organization.

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

SOC 2-aligned controls Data residency by client jurisdiction (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.

Portfolio 10, 25, 50, and 100 are self-serve, billed annually or monthly. Enterprise is custom-priced with our team. Prices 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 portals, 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