Identifi Pricing Overview

Identifi Pricing Key Insights

Last updated on Apr 09, 2026

Identifi does not offer a free trial. Information about Identifi pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase Identifi must be conducted with the seller.

Identifi offers flexible, scalable pricing designed around the unique needs of each financial institution. Our Repository, Workflow, Document Intelligence (AI), and Track solutions are priced based on the asset size of the bank or credit union, while eSign, eReceipt, and Scan are offered through user-based pricing. Storage is based on actual storage requirements.

Multiple packages are available and can be customized to fit your institution’s size, needs, and growth plans. Our goal is to keep pricing straightforward, highly competitive, and scalable as your organization grows. At Identifi, we view our customers as long-term partners, and our pricing philosophy reflects that commitment.

Pricing information for Identifi is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Identifi must be conducted with the seller.

Pricing information was last updated on September 29, 2026

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Identifi Alternatives Pricing

The following is a quick overview of editions offered by other Other Finance Software

Product	Price	Features
Capitaliz Capitaliz Subscription	$99.001 Capitaliz Subscription Per Month	Ongoing subscription to manage company and implement the recommendations from the Business Insights Report Guided fastrack onboarding
Safeguard Capital Premium Tier	Contact Us4 Premium Tier Per Year	Monthly Price: $350-500/mo and Yearly Price: $4,200 - $6,000 $300,000 or more, ideal for high-net-worth or institutional clients with significant exposure across markets. Comprehensive account breach protection across all managed accounts Smart contract and wallet protection for larger crypto exposures Extensive cyber risk management services, including regular security audits and 24/7 monitoring Legal and professional support for complex recovery claims Multi-market coverage, including U.S. stocks, forex, commodities, and large crypto portfolios.
Tax Clarity Monthly	$79.99per month/per advisor	Includes all core features! Show Clients a Tax-Efficient Retirement Instantly calculates the effective marginal tax rate Compare alternate tax distribution strategies Unique Tax Map to identify tax opportunities Gain insight into unseen opportunities to add dollars to a retirement plan Access to awesome support, industry expertise, and training Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter

Various alternatives pricing & plans

Pricing information for the above various Identifi alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Categories on G2

Other Finance

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Identifi Pricing Overview

Identifi Pricing Key Insights

Top-Rated Alternatives

Identifi Alternatives Pricing

Capitaliz Subscription

Premium Tier

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Categories on G2

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