Upgrade path
Need more access?
Upgrade for broader symbol coverage, additional dashboard modules, more import/export capacity, or higher support priority. Hands-on founder implementation remains Enterprise/Concierge only.
Common Upgrade Reasons
Upgrade when the product limit is about access or capacity, not when the customer wants trading advice or account control.
- More currencies/symbols.
- More dashboard modules.
- More imports, exports, and reports.
- Priority support or custom implementation.