Intake Orchestration Pricing Watch it in action Request a demonstration

Simple, transparent pricing.

Your investment in Verdant Client has two parts. Estimate both below, and see your total.

1

Licensing

Your recurring software subscription — priced per organization, per year, with our lower-of-two guarantee. You always pay the lower of per seat or per onboarding.

Recurring · annual
2

Implementation

A one-time engagement to configure Verdant Client for your firm — delivered by our partner, Forester Consulting, or handled by your own team with a technical handoff.

One-time
Part 1 · Licensing

Estimate your licensing

Tell us about your team and your onboarding volume. We will show what each option costs per year — you always pay the lower of the two measures.

Advisors and sales associates who trigger onboardings. They use Intake.
Operations, transitions, and compliance who run onboardings. They use Orchestration.
Net-new client onboardings your firm completes annually.
Existing clients adding new mandates or accounts that require onboarding.

All prices in US dollars, billed annually, at founding customer rates. AI processing is not included in these prices. It is billed separately at cost, or can run on your organization's own AI infrastructure.

Part 2 · Implementation

Plan your implementation

A curated onboarding plan for your firm — laid out the way Verdant Client Orchestration does, so you can see the shape of the engagement before it begins.

Let us help model your implementation

How much customization do you want? ?
Intake
Orchestration
Your total

Licensing and implementation, together

Your recurring licensing and your one-time implementation, combined. Choose how you would like to see your costs.

Licensing
$2,268
Licensing modeller ↑
per year, recurring
Implementation
$24,000
Project planner ↑
one-time
Based on what you told us
Over time
How would you like to see this?
Year one
$26,268
Each year after
$2,268
Licensing only, billed annually. Recurs each year for as long as you use Verdant Client.
How costs are actually billed: Implementation is invoiced 25% at kickoff, 50% before testing, and 25% at completion. Licensing is billed annually on your anniversary date. This tool illustrates how your costs model over time; it is not a financing arrangement or a statement of actual cash flow.

Not included: AI processing is not included in these prices. It is billed separately at cost, or can run on your organization's own AI infrastructure.
Estimates in US dollars. Final licensing and implementation scope are confirmed together before any engagement begins.
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