Pricing

Make compliance a competitive advantage

Finalis’s regulatory compliance solution is perfect for investment bankers, placement agents and M&A advisors who want to outsource their broker-dealer.

Pricing aligned with your firm’s needs

Our pricing model is based on subscription fees plus deal commissions, customized to competitively meet the size and maturity of your business while delivering high-touch support and premium access to deals and member benefits.

Finalis makes firms

Safer

Regulatory affiliation with broker-dealer
Compliance monitoring
Deal monitoring & supervision

Faster

AI-assisted features
Around-the-clock platform access
Global support team
Transaction templates

Smarter

Comprehensive industry data
Financial regulatory monitoring
Centralized workflows
Real-time deal visibility

More Profitable

Operational streamlining
Deal origination, referrals & collaboration opportunities
Capital introduction
Exclusive member benefits package
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