Priced by complexity, not seats.
Three tiers. Scaled to your regulatory obligation. Request a demo for a tailored proposal.
Essential
For single-framework firms starting with automated verification of client funds and reserves.
- Single regulatory framework (e.g., PS25, CASS, SRA)
- 1 currency, 1 bank reconciliation
- Daily three-way reconciliation
- Coverage ratio monitoring
- Standard breach alerting
- Pre-built regulatory report templates
- Immutable audit trail
- AI Auto-Match
- Email support
Professional
For multi-framework firms scaling verification across currencies, banks, and jurisdictions.
Everything in Essential, and:
- Up to five regulatory frameworks
- Multi-currency reconciliation (GBP, USD, EUR, USDC, USDT)
- Up to 3 bank reconciliation
- Predictive breach detection with 24h lead time
- Custom reporting templates and board summaries
- Configurable threshold and escalation rules
- Verification certificates with SHA-256 signing
- Evidence packs with automated assembly
- AI Copilot, exception analysis, anomaly detection, remediation
- NCA/regulator submission packages
- Priority support
Enterprise
For institutions, banks, and large regulated firms requiring full verification infrastructure with dedicated support.
Everything in Professional, and:
- Unlimited frameworks, currencies, and banks
- Bank oversight dashboard (portfolio-level)
- Multi-entity and multi-bank architecture
- On-chain reconciliation (12+ blockchains)
- Proof-of-reserves and Merkle tree proofs
- AI Board Narratives and automated remediation plans
- RESTful API, webhooks, and SDKs
- Custom SLA and uptime guarantee
- Named implementation contact
- SSO and advanced access controls
- Custom integrations and webhook configuration
All plans are priced on request based on firm size, transaction volume, and framework requirements. Custom packages available for firms with specific regulatory or operational needs.
Detailed capability breakdown
How is pricing determined?
Pricing is scoped on complexity: the number of regulated entities, safeguarding accounts, data sources, currencies and reporting obligations in scope. Every proposal is built around your actual operating environment.
Can I start with one entity and add more later?
Yes. Most groups start with their primary regulated entity and add further entities and jurisdictions as they expand. Each entity carries its own accounts, rules, reporting and evidence within the same control layer.
Is there a minimum contract term?
Annual contracts are standard. Multi-year agreements are available with preferential pricing. Every contract includes managed implementation.
What is managed implementation?
Safeheld's implementation team performs the data connection, mapping and configuration work with your team, so your safeguarding control environment is operating rather than left to you to build. Scope depends on entities, data sources and system complexity.
Ready to deploy verification infrastructure?
Request a demo and we'll walk you through how Safeheld fits your regulatory obligations across every jurisdiction.
See the control layer in action.
A short walkthrough of how safeguarding data is connected, reconciled, resolved and evidenced.
Connect
Bank, ledger and processor data in one model
Reconcile
Liabilities against the funds that protect them
Resolve
Shortfalls and breaks routed for investigation
Prove
An auditable evidence trail behind every run