The concierge your
portfolio deserves
Get a dedicated team, white-glove setup, and ongoing support as you grow. Start with Concierge directly, or upgrade whenever you’re ready.
Meet Your Concierge Team
Book directly with a member of our team for a personalized consultation.
Concierge: for those who require more
The free tier gets you started. When you’re ready for more, the Concierge program opens the door: tiered access to tools across multiple markets and asset classes.
Tools for Every Market
Tiered access to tools spanning multiple markets and asset classes. Each tier carries its own license and its own toolkit. Speak with our team to find the right fit.
A Real, Reachable Team
White-glove support from real people: face-to-face setup, implementation, questions, troubleshooting. You talk to a person, not a ticket queue. You’re never going it alone.
A Direct Line
No ticket queues, no call centers: direct channels to a team you actually get to know. First-name basis, faces you recognize, people who know your history.
How it works
Onboarding starts where you are, and the support doesn’t stop at setup
Consultation
A one-on-one call to find out where you’re at: your platforms, your assets, your experience level. One size doesn’t fit all; onboarding starts where you are.
Guided Setup
Never connected an API? Never used automation? No problem. From your exchange of choice to the last technical detail, we walk you through every step.
Onboarding & Training
This isn’t a “trading academy.” Nobody hands you a course list and wishes you luck: a real person walks you through every setting, live, at your pace.
Ongoing Support
A real team behind you: one-on-one video calls, open office hours, and concierge-only webinars and AMAs. Education doesn’t stop at setup.
When you’re ready for more,
we’re ready for you.
Full setup, hands-on training, and a dedicated team from day one. Schedule a consultation and see what’s next for your portfolio.