Fee schedule
One fee per client family. Nothing per transaction.
Pay for the families you report on, at a rate that falls as your practice grows. No commission arrangements, no charges per report.
Schedule A
Practice
Up to 100 families
$12per family / year
For an independent distributor or adviser reporting to their own clients.
- Consolidation across all asset types
- Quarterly plain-language reports
- Secure client portal
- Logo and colours on reports
- Consent records and audit trail
Schedule B
Firm
101 to 1,000 families
$9per family / year
For practices with a team, relationship managers or more than one office.
- Everything in Practice
- Points for discussion
- Full custom branding
- Team access with roles
- Batch approval by relationship manager
Schedule C
Institution
More than 1,000 families
From$6per family / year
For national distributors, wealth platforms and multi-branch advisory firms.
- Everything in Firm
- Multiple advisors and branches
- API access
- Assisted onboarding and data migration
- Custom sending domain
* Fees are per client family, per year, billed annually in US dollars. No charge per transaction, and no commission arrangements. Taxes extra where applicable.
Your practice
What a year would cost.
Move the slider to the number of families you report on. The schedule and rate update automatically.
Estimate your annual fee
Schedule
Firm
Per family, per year
$9
Estimated annual fee
$2,700
About $225 a month, billed annually in advance.
Sign up on FirmSchedules compared
| Included | Practice | Firm | Institution |
|---|---|---|---|
| Client families | Up to 100 | Up to 1,000 | 1,000 and above |
| Fee per family, per year | $12 | $9 | From $6 |
| Consolidation of funds, stocks, deposits, bonds and insurance | Yes | Yes | Yes |
| Quarterly plain-language review | Yes | Yes | Yes |
| Client portal and email delivery | Yes | Yes | Yes |
| Points for discussion | - | Yes | Yes |
| Branding | Logo and colours | Full custom | Full custom |
| Team members | 1 | Up to 25 | Unlimited |
| Branches and multiple advisors | - | - | Yes |
| API access | - | - | Yes |
| Onboarding | Self-serve | Guided session | Assisted migration |
| Consent records and audit trail | Yes | Yes | Yes |
Billing questions
Plainly answered.
What counts as a client family?
A household you report on as one unit, such as spouses, children, parents or an HUF. A family can include any number of members and holdings for the same fee.
What happens if my practice grows mid-year?
Add families at any time. Additional families are charged pro rata for the remainder of your billing year, and you move to the next schedule's rate when you cross its threshold.
Are there charges per report or per transaction?
No. The fee covers every report, portal view and import for each family. There are no per-transaction charges.
Do you receive commissions from fund houses?
No. Brhannivesh has no commission arrangements with any fund house, broker or insurer. You pay for the software, and that is our only income from your practice.
How do I pay?
Fees are billed annually in advance in US dollars. Applicable taxes are added at invoicing.
Reply slip
No. 001 · Q4 2026
Write your firm's name.See it on the cover.
Every report Brhannivesh prepares goes out under your name. Type it below and the cover on the right updates, the same way it will for each of your client families next quarter.
Signing up takes about two minutes. Your login details arrive by email.
Your Firm Name
Quarterly review
The Rao
Family
Prepared by Your Firm Name for the Rao Family
October - December 2026