Choose a plan that fits your investment journey — from portfolio fundamentals to advanced entity and fund tracking.
For investors who want portfolio management fundamentals, document storage, advanced analytics, and tracking for warrants, options, and tax issues.
For active investors managing multiple investment accounts across trusts and IRAs, fund commitments, and valuation modeling.
Of course! Individual investors can request a 30-day free trial.
Absolutely! Our customers are our greatest assets and can offer unique insights into how they use Seraf.
If Seraf fails to meet your needs you can cancel any time.
There are no additional set up fees unless you choose to use Seraf’s services to help enter your investments.
You own and control all of the data you enter into Seraf, and it can be exported by you at any time.
We take comprehensive precautions in our software, communications protocols, and choice of hosting vendor. Seraf requires an SSL/TLS encrypted session every time you log on.
Seraf provides knowledge base support for all account levels. For investors who want hands-on help entering data, our Managed Data Services team is available for an hourly rate.
Gain a consolidated view of every deal and fund commitment from one dashboard, with pricing built for fund-scale reporting.
Learn MoreManage multiple entities — trusts, LLCs, and individuals — with reporting scoped to family members, accountants, and advisors.
Learn MoreManage your portfolio at the group level and by individual member, with reporting members can access directly.
Learn MoreSee why organizations around the world use Seraf’s professional tools for portfolio management, analysis, reporting, and insight.