Billing and tier upgrade
How billing works and how to change tier.
Billing is monthly or annual, charged in advance. Tiers are: Pilot, Compliance, Concierge, and Enterprise.
Tier overview
- Pilot: full access for evaluation. No tier sends a filing. Market Fortress does not send filings.
- Compliance: Vault, Drafts, Calendar, Operations, Integrations, Audit Trail.
- Concierge: everything in Compliance, plus the Concierge module for S-1 / Reg A / F-1.
- Enterprise: everything in Concierge, plus custom roles, dedicated CSM, SLA, on-prem option.
Pricing is set with each client. Contact us through the Contact page for terms.
Annual vs monthly
Whether you are billed monthly or annually follows your terms. Switch any time; the change applies on the next renewal.
Upgrading
Settings > Billing > Change Plan. The change is immediate and prorated.
Downgrading
Settings > Billing > Change Plan. The downgrade applies at the end of the current billing period. You keep access to the higher tier until then. Data created on the higher tier (e.g., Concierge drafts) is preserved but read-only after downgrade.
Cancellation
Settings > Billing > Cancel. The cancellation applies at the end of the current billing period. We do not delete your data after cancellation; you have 90 days to export everything before the workspace is archived.