Early access
Get on Anteriq early.
We're rolling out to a small group of Advice-Only firms and adding more each month. Request a walkthrough — we'll show you the workspace and get you set up.
What early access means
A real partnership while we get this right.
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A walkthrough with our team
A 30-minute look at the workspace, mapped to how your practice actually runs.
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Hands-on setup
We help you get your practice configured — modules, templates, and your first clients invited.
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Shape the roadmap
You'll have a direct line to what we build next — and we publish what's coming.
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Founding-firm terms
No pricing while we're in early release. Founding firms get our best terms when we set them.
Security-firstEncryption · MFAAudit trailUS-based
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Request received
Thanks, there.
We'll reach out to you within one business day to set up a walkthrough for your firm.
Just have a question?
Not ready for a walkthrough? Ask us anything.
Whether it's migration, security, what's shipped, or whether Anteriq fits an Advice-Only practice like yours — email us and we'll reply the same day.
Common questions
Things planners ask before coming on.
What does early access cost?+
Nothing to start. We're in early release and haven't set public pricing yet. Founding firms that come on now get our best terms when we do, and there are no surprise charges in the meantime.
Is Anteriq only for Advice-Only firms?+
It's built around the Advice-Only engagement first, but fee-only and hybrid planners who lead with advice fit well too. Tell us your model on the form and we'll be straight about whether it's a fit yet.
How do you handle security?+
Data is encrypted at rest and in transit, multi-factor authentication is built in, and every change lands in a signed, timestamped audit trail. Data is hosted in US regions, and we run regular security reviews of the codebase to keep the app safe.
What's actually shipped versus on the way?+
Onboarding, risk, billing, compliance, projects, the client portal, client engagement, and life events are all live today. We publish what we're building next and early-access firms help us prioritise it.
Do you take a cut of fees we collect?+
No. Stripe's processing fees pass through directly and Anteriq doesn't add a markup on what you bill or collect.