| Standard | Premium | |
| Partner Users | 50 | Unlimited |
| Partner User Clients | 175 | Unlimited |
| Partner Document Storage | 25Gb | 250Gb |
| Standard Users | Unlimited | Unlimited |
| Support Type | Ticketing | Phone |
| Free Support | 1 hour | 4 hours |
| Custom Accounts | Unlimited | Unlimited |
| Custom Portfolios | 5 per client | Unlimited |
| Service Provider Integration | ✓ | ✓ |
| White – labeling | ✓ | ✓ |
| Integrations | ✓ | ✓ |
| Personal Finance Module | ✓ | ✓ |
| End Client Login | ✓ | ✓ |
| End Client Product Upload | ✓ | ✓ |
| LCAP Multi-Region | ✓ | |
| LCAP Tax Rules | ✓ |