Pricing
Start with one workflow. Expand when it earns it.
Pilot one high-friction workflow, prove the ROI in real operating conditions, then roll out across advisors, operations, and compliance.
Pilot
Free
30-day guided pilot
30-day guided pilot
A guided 30-day free pilot to evaluate Nexhelm in real operating conditions.
- One high-friction workflow, live
- Hands-on mapping with your team
- Simple workflows included
Most common start
Rollout
$5,000 / 20+ step workflow · mo
For RIA & family office. Add advisors, operations, and compliance as rollout grows.
- Unlimited users & usage
- Simple workflows at no extra cost
- Approvals, audit trail, human-in-the-loop
Enterprise
Custom
Bring in more integrations, approvals, and governance when needed.
- On-prem or dedicated cloud silo
- Advanced governance & SSO/MFA
- Priority rollout support
Published pricing covers RIA & family office. Investment banking, insurance, and legal rollouts are scoped individually — talk to us.
Not sure where to start?
We'll help you pick the one workflow with the highest friction and the fastest payback.
Book a walkthrough