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Features | Starter | Professional | Enterprise |
|---|---|---|---|
Engagements | Unlimited | Unlimited | Unlimited |
Automated reporting & insights | Yes | Yes | Yes |
Manual data export & import | Yes | Yes | Yes |
Email notifications | Yes | Yes | Yes |
Outlook plugin | Yes | Yes | Yes |
Portfolios | Yes | Yes | |
Controversies module | Yes | Yes | |
Voting records module | Yes | Yes | |
Live disclosure embeds | Available as add-on | Yes | |
API | Available as add-on | Yes | |
SFTP | Available as add-on | Yes | |
User levels & roles | Yes | Yes | |
Workspaces | 1 | 1 | Unlimited |
Custom fields | Yes | Yes | |
Custom chart colors | Yes | Yes |
Security & Support | |||
|---|---|---|---|
Data encryption at rest and in transit | Yes | Yes | Yes |
Two-factor authentication (MS-login) | Yes | Yes | Yes |
SAML-based single sign-on (SSO) with Azure AD | Yes | Yes | |
Select data storage location | Yes | Yes | |
Backup data location | Available as add-on | Available as add-on | |
Internal data storage | Available as add-on | Available as add-on | |
Access to support | Standard support | According to SLA | According to SLA |
Guaranteed uptime SLA | Yes | Yes | |
Account and customer success team | Yes |
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