What's included in the subscription?
Everything. Buckler AI, detailed securities data, market data, scoring, ETF and mutual fund screener, equity screener, monitoring, investment due diligence workflows, and AI-generated peer groups. There are no add-on modules or feature gates.
Is there a free trial?
We offer a guided demo that walks through your actual workflow - your securities, your client base, your compliance requirements. Book a session and we'll show you exactly how Buckler fits your practice.
How does multi-user pricing work?
The base subscription covers one user. Additional advisors or compliance staff can be added at a per-user rate. Annual billing rates apply when the subscription is billed annually.
Can I switch between CAD and USD billing?
Yes. Buckler supports billing in both Canadian and US dollars. The pricing shown reflects current exchange-rate alignment - speak with us at setup to confirm the right currency for your firm.
What's the difference between annual and monthly billing?
Annual billing comes at a meaningful discount versus monthly. Most firms choose annual for the savings and the predictability it provides for budget planning. You can start monthly and convert at renewal.
Is Buckler compliant with Canadian regulatory requirements?
Buckler was built specifically for Canadian investment advisors who are licensed under the Canadian Investment Regulatory Organization (CIRO). Every output is designed to be defensible in a compliance or regulatory review - with documented methodology, audit trails, and monitoring alerts baked in from day one.
How long does onboarding take?
Most advisors are fully productive within a day. Onboarding includes a structured session with our team, tailored to your existing securities list and firm setup. There is no lengthy implementation or data migration.
What happens to my data?
Your data stays yours. Buckler operates with a secure, compliant data architecture designed for financial services. We do not sell or share your data, and we are happy to walk through our security posture in detail during a demo.