Get a tenant provisioned

In your first email

• Firm name + a short description (we just need to know who you are).
• Approximate seat count — advisers, compliance officers, viewers. Round numbers are fine.
• Approximate client count across the firm.
• SSO provider, if you have one (Okta, Azure AD, Google, etc.) and whether you’ll need SCIM.
• Regulatory posture — RIA, broker-dealer, family office, platform vendor, other. Drives the disclosure and onboarding paperwork.
• What you want the agent platform to do for your firm — that’s the conversation.

What happens next

• Day 1–2. Evaluation call. We confirm fit and pricing.
• Day 3. MSA + ADV-attached disclosures sent.
• Day 3–5. Tenant provisioned. We send you the org slug, the owner invite, and the SCIM token if applicable. SSO config is uploaded on our side from the metadata you send.
• Day 5+. You invite your team, configure roles, start minting org-scoped agent keys.

Trial tenants

Available for evaluation. Same surface as paid tenants — full RBAC, SSO scaffold, audit segregation — but capped at 5 members and a 30-day window. Bring an evaluation budget and a test client account; production data shouldn’t go in.

When the individual product is enough

You probably don’t need enterprise if:

• You’re a solo adviser or solo developer building against your own account.
• You have one or two team members and don’t need role-scoped access.
• You haven’t hit a compliance requirement that individual audit can’t satisfy.

Start individual; graduate when you need it.