Solo Vault
$199/mo
For independent advisors and small teams up to 5 seats.
- E2EE messaging
- WORM archiving
- Supervisory review
Every plan includes secure messaging, The Ledger, Review Desk, AI-assisted auditing, eDiscovery workflows, and compliance-ready exports.
For independent advisors and small teams up to 5 seats.
For growing RIAs and broker-dealer teams up to 15 seats.
For firms up to 50 seats with deeper review and export needs.
| Capability | Slack + Archive Vendor | Cruve |
|---|---|---|
| Encryption | Server-side; vendor holds keys | True E2EE model |
| Archiving | Bolted-on connector | Native WORM Ledger |
| Supervision | Fragmented third-party UI | Integrated Review Desk |
| AI Review | Manual or keyword-only | AI-assisted Auditor |
| Annual Cost, 10 users | $15k–$30k+ | $5,988/year on Team Vault |