No assets-under-management fee. No platform skim. Four flat plans — pick the one that matches the size of your team, change it any time. Free for the first 14 days; no card required.
Yes. No card up front. You can connect accounts, invite advisors, use Domi — everything. If you don't convert by day 14, your data is preserved for 30 days in case you want to come back.
We never see them. Bank and brokerage credentials are entered directly into our aggregation partners' secure widgets. We store an opaque read-only access token, not your password.
No. Your data is never used to train any model — ours or a third party's. Domi uses your portfolio at inference time only, and we have zero-data-retention agreements with our model providers.
Yes — one click in Settings → Billing. We prorate the change and you keep all your history. You can upgrade from Personal Wealth to Family Office Lite or Plus (or back) any time.
Anyone who signs in to your DomusOS household — you, your spouse, your CPA, your wealth advisor, your attorney. Read-only viewers don't count against the seat limit on the Plus tier.
A read-only API is in private beta on the Family Office Plus and Buildout tiers. Write APIs ship later this year.
Export everything — holdings, transactions, entities, documents — as CSV and a structured archive, anytime. We never hold your data hostage.