Financial Templates Hub Plans

Pricing | Financial Templates Hub – SG Group
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Financial Templates Hub · Pricing

Financial document templates, starting free — draft, translate and review.

From free templates for individual investors and traders to document workflows for IB / IFA / FP teams, financial media, advertising review and corporate operations. Pro unlocks all 412 templates and 12-language output; Premium adds approvals, customer-specific customization and Client-safe Summary.

No sign-up required for Free Japanese / English in every plan 12-language output in Pro / Premium Records, audit trails and output history are not sent to SG Group
Free FREE

Use free templates without signing up. For individuals and manual review trials.

$0/mo

$0 / year · no account required

Use it free
What’s included
  • Browse and use free templates
  • Locked preview of paid templates
  • Japanese / English output
  • Simple Template QA preview
  • Document-drafting trial for individual investors and traders
  • No membership registration and no account required

A free entry point for trying financial document templates. Paid templates, 12-language output, output history, team workflows and customization requests are not included.

For individuals & small teams
Pro PRO

All templates, 12-language output and PDF/A-ready HTML.

$5.90/mo
$4.92/mo

Switch to yearly anytime

Billed annually $59 / year

2 months off with yearly billing
Everything in Free+
  • Browse and use free templates
  • Locked preview of paid templates
  • Japanese / English output
  • Simple Template QA preview
  • All 412 templates and all template packs
  • 12-language simultaneous output and RTL support
  • Template QA and PDF/A-ready HTML
  • Output formats: txt / Markdown / HTML / print / PDF / JSON
  • Output history and record retention: 12 months, kept in the customer environment
  • Up to 3 accounts
  • Priority email support

For small IB / IFA / FP operators, sole proprietors and small teams. Customer-specific language additions, template additions, template builder and approval workflows are Premium-only.

For firms, review & team operations
Premium PREMIUM

Client-safe Summary, approvals, template additions and customer-specific operations.

$14.90/mo
$12.42/mo

Switch to yearly anytime

Billed annually $149 / year

2 months off with yearly billing
Everything in Pro+
  • All 412 templates and 12-language output
  • Template QA, RTL support and PDF/A-ready HTML
  • Output history retained in the customer environment
  • Core Pro workflow features
  • Client-safe Summary
  • Template Builder, version management and diff view
  • Customer-specific template sets
  • Advanced approval workflow, up to 3 approval steps
  • Customer-specific template / language / feature settings and bulk template management
  • Customization requests for language additions, template additions and template adjustments: paid quote and consultation required
  • 10 accounts by default, paid additional accounts available
  • Output history and record retention: unlimited, kept in the customer environment

For IB corporations, IFA / FP teams, financial media, advertising agencies, review departments and larger IB operations. Only Premium subscribers can request customer-specific paid customizations for language additions and template additions.

※ For Pro and Premium, inputs, output body, output history, audit trails and records are all managed, operated and stored by the customer in the customer environment and are not sent to or stored by SG Group. To the maximum extent permitted by law, SG Group assumes no responsibility for loss, corruption, leakage, alteration or unauthorized access affecting this data, and does not accept any refund, compensation or damages claims arising from it. Prices, plan contents and customization availability may change without notice.

Plan Comparison

Compare plans

Free is a no-sign-up trial. Pro unlocks all templates and multi-language output. Premium adds corporate, review, team and customer-specific customization workflows.

FeatureFreeProPremium
Audience & templates
Main usersIndividuals / manual review trialSolo operators and small IB / IFA / FP businessesIB corporations, IFA / FP teams, financial media, ad agencies, review teams, larger IBs, review departments and custom operations
Template browsing?Free templates onlyAll templatesAll templates
Template use?Free templates onlyAll templates usableAll templates usable
Template packs?PreviewAll packs availableAll packs available
Languages & output
Japanese / English?
12-language simultaneous output?
RTL support?
Template QA?Simple preview
PDF/A-ready HTML?UnlimitedUnlimited
Output history & record retention?12 months, kept in the customer environmentUnlimited, kept in the customer environment
Operations, approval & audit
Client-safe Summary?
Template Builder?
Version management?
Diff view?
Customization request?Language / template additions & template adjustments (separate quote, consultation required)
Advanced approval?Up to 3 approval steps
Document brand settings?
Approved boilerplate library?
Locked sections?
Local audit export?JSON export of history, approvals & hashes (no external transmission)
Audit-trail mode (body-retention setting)?Manifest only (body is not stored)Manifest only (body is not stored)Default manifest only; optional body retention, encrypted package and legal hold (no external transmission)
Industry presets?
Client / matter workspace?
Compliance rulebook?Common rules onlyCommon rules onlyProhibited wording, required disclaimers, share blocking
Approval operations board?
Shared-version registration?
Self-check center?
Client submission pack?
Timestamp center?
Audit-trail chain?
Audit-trail verification?
Audit-trail seal (print / PDF)?
Document playbook?
Internal information check?
Follow-up management?
Submission binder?
Conditional section auto-switching?Basic (audience-linked)Audience / share mode / language linked + presets
Bulk template management?
Accounts & support
User accounts / child accounts?Not required (use free templates without registration)Up to 3 accounts10 accounts standard + additional accounts (paid)
Support?FAQ-focused (no individual support)Priority emailEmail (priority handling)
Available Preview / Simple Limited or basic Not in this plan
Feature Guide

Feature guide — what it does and when to use it

A quick reference for what each feature does and the situations it is designed for. Use the “?” buttons in the comparison table to jump to the matching explanation.

🔎

Template browsing

See each template’s purpose, usage, input fields and sample output.

Typical use: pre-adoption review, template selection

Free (free templates)ProPremium
📝

Template use

Fill in the guided form to generate a polished document.

Typical use: everyday drafting, client-facing drafts

Free (free templates)ProPremium
📦

Template packs

Curated template sets grouped by business purpose.

Typical use: adopting templates per workflow

Free (preview)ProPremium
🌏

Japanese / English

Output documents in Japanese, English or both side by side.

Typical use: serving domestic and English-speaking clients

FreeProPremium
🌐

12-language simultaneous output

Generate 12 languages at once, including Chinese, Spanish and Arabic.

Typical use: multinational clients, overseas distribution

ProPremium

RTL support

Right-to-left layout for Arabic, Urdu and similar languages.

Typical use: documents for Middle East / South Asia clients

ProPremium

Template QA

Automatic wording and missing-input checks before output; Premium adds rulebook-linked checks.

Typical use: pre-share and pre-review checks

Free (simple)ProPremium (enhanced)
📄

PDF/A-ready HTML

Self-contained HTML that converts easily to PDF/A (not PDF/A certification itself).

Typical use: long-term archiving, submission archives

ProPremium
🗄️

Output history & record retention

Keep records of when and what was generated, inside your environment.

Typical use: look-backs, internal checks, audit preparation

Pro (12 months)Premium (unlimited)
🤝

Client-safe Summary

Prepare a client-facing summary with key points and precautions before sharing.

Typical use: post-meeting follow-up, final pre-share pass

Premium
🧩

Template Builder

Build and adjust your own templates around internal wording and field structure.

Typical use: firm-specific formats

Premium
🕘

Version management

Save template revisions as versions.

Typical use: managing wording and disclaimer updates

Premium
🔍

Diff view

Highlight changes between template versions.

Typical use: reviewing revisions before approval

Premium
🛠️

Customization request

Request paid language additions, template additions and template adjustments (separate quote).

Typical use: firm- or client-specific requirements

Premium (quoted)
🧑‍⚖️

Advanced approval

Approval flow with up to 3 steps: approve, return, reject and approval log.

Typical use: internal sign-off before release

Premium
🎨

Document brand settings

Apply brand name, colors, footer and cover to outputs.

Typical use: consistent client-facing documents

Premium
📚

Approved boilerplate library

Manage approved wording with draft / approved / locked / retired states.

Typical use: preventing wording drift and outdated phrases

Premium
🔏

Locked sections

Keep disclaimers and disclosures in the output even if hidden by settings.

Typical use: preventing omissions before sharing

Premium
📤

Local audit export

Export history, approvals and hashes as JSON without body text (no external transmission).

Typical use: audit and internal review records

Premium
🧾

Audit-trail mode (body-retention setting)

Choose manifest-only, local body retention, encrypted package or legal hold (no external transmission).

Typical use: matching each client’s evidence policy

Free (manifest only)Pro (manifest only)Premium (selectable)
🏦

Industry presets

Presets for FP, IFA, IB, insurance, advertising review and more.

Typical use: industry-fit outputs and rules

Premium
🗂️

Client / matter workspace

Organize documents and settings per client or matter.

Typical use: running many clients in parallel

Premium
📖

Compliance rulebook

Define prohibited wording, required disclaimers and pre-share checkwords to strengthen pre-checks.

Typical use: checks before client sharing or ad review

Free (common rules)Pro (common rules)Premium (custom)
📋

Approval operations board

Visualize pending, returned and approved items in one view.

Typical use: tracking team approval status

Premium
📌

Shared-version registration

Register the exact version shared with a client, with hash and manifest.

Typical use: confirming later which version was delivered

Premium
🩺

Self-check center

Generate a status-diagnosis JSON that contains no body text.

Typical use: pre-support checks and troubleshooting

Premium
📮

Client submission pack

Prepare client deliverables with a cover letter and confirmation fields.

Typical use: raising the quality of client sharing

Premium
⏱️

Timestamp center

Local signing or RFC3161 TSA timestamps applied to hashes (only the hash is sent).

Typical use: proving a document existed at a point in time

Premium
⛓️

Audit-trail chain

Visualize hash, manifest, timestamp and approval states in one view.

Typical use: seeing the whole evidence picture

Premium
🔬

Audit-trail verification

Check for tampering using the original file and the manifest / token.

Typical use: verifying authenticity of deliverables

Premium
🏷️

Audit-trail seal (print / PDF)

Show hash and evidence status on print / PDF outputs.

Typical use: evidencing paper and PDF submissions

Premium
📕

Document playbook

Control section structure by industry, audience, language and output format.

Typical use: standardizing document structure

Premium
🚨

Internal information check

Locally detect internal jargon, unverified information and prohibited wording.

Typical use: pre-share risk checks

Premium
📅

Follow-up management

Track next checks, deadlines and follow-up items.

Typical use: preventing missed client follow-ups

Premium
📎

Submission binder

Bundle table of contents, evidence, approval log, timestamps and manifest.

Typical use: audit and review submissions

Premium
🔀

Conditional section auto-switching

Switch document sections automatically by audience, share mode and language.

Typical use: tailoring one template to different readers

Pro (basic)Premium (with presets)
🗃️

Bulk template management

Manage large numbers of templates at once.

Typical use: template governance for large teams

Premium
👥

User accounts

Free needs no account. Pro supports up to 3 accounts; Premium includes 10 by default plus paid additions and sub-account management.

Typical use: team use and access control

Free (none needed)Pro (3)Premium (10+)
💬

Support

FAQ, priority email, and priority handling on Premium.

Typical use: onboarding and operations questions

Free (FAQ)Pro (priority email)Premium (priority handling)
Plan Details

How to choose

Choose by template coverage, languages, output history, team approvals and whether customer-specific customization is needed.

The decisive difference between Pro and Premium: Pro is for using all templates, all packs, 12-language output and PDF/A-ready HTML in everyday work. Premium is for corporate, review and larger-team workflows: Client-safe Summary, Template Builder, version management, diff view, approvals, customer-specific template sets and paid customization requests for language additions and template additions.
Free

Try without signing up

Use free templates such as a trading-plan draft and review the structure and output style of financial document templates. Paid templates remain locked previews.

Pro

Use all templates in daily work

Use all 412 templates, including IB partnership emails, IFA / FP documents, advertising review notes and client-facing drafts, with 12-language output and PDF/A-ready HTML.

Premium

Teams, review and customer-specific workflows

For IB corporations, financial media, ad agencies and review departments that need approvals, versioning, diff review, Client-safe Summary and paid customer-specific customizations.

Premium Highlights

Team workflow features added in Premium

Premium is not just more templates. It supports customer-specific and department-specific document operations, reviews, approvals and paid implementation of additional templates.

Client-safe Summary

Organize summaries and precautions before sharing with clients.

🧩

Template Builder

Build around your internal wording and field structure.

🕘

Version management

Manage revisions to wording, fields and disclaimers.

🔍

Diff view

Compare wording changes before and after revision.

🧾

Template sets

Support customer-specific or department-specific packs.

🧑‍⚖️

Advanced approval

Up to 3 approval steps.

🌐

Language additions

Premium-only, paid quote required.

Template additions

Premium-only, paid quote required.

👥

10 accounts default

Paid additional accounts available.

🗄️

Unlimited history

Output history retained in the customer environment.

Local-first & Privacy

Designed so inputs, outputs and audit trails are not sent to or recorded by SG Group

Financial Templates Hub is document-drafting support. Inputs, generated body text, output history, audit trails and records are intended to be managed, operated and stored by the customer inside the customer’s browser or contracted customer environment.

🔒

Managed and stored in the customer environment

Inputs, output body, output history, audit trails and records are all managed, operated and stored by the customer in the customer environment. They are not sent to or stored by SG Group, and are not provided as SG Group-side storage.

📄

Drafting support

Templates support drafting, organizing and review. They do not replace investment, legal, tax, AML, KYB or KYC judgments.

🌍

Same policy for languages

The same handling policy applies to Japanese / English, 12-language output and RTL output. Required checks remain the customer’s responsibility.

👤

Account design

Free requires no membership. Pro supports up to 3 accounts. Premium includes 10 accounts by default, with paid additional accounts available.

Billing & Policy

Billing, customization and refund policy

Choose monthly or yearly billing. Customer-specific customization requests are Premium-only and require a separate quote and consultation.

$

Monthly or yearly

Yearly pricing is set at roughly 10 months of the monthly price. See the plan cards above for USD prices.

+

Customization requests

Language additions, template additions and template adjustments are paid Premium-only customizations. Scope is confirmed first, then quoted separately.

Refunds and changes

No prorated refund, offset, reduction or credit is provided for mid-term cancellation, plan changes, unused periods or non-use. All data — inputs, output body, output history, audit trails and records — is managed, operated and stored by the customer, at the customer’s own responsibility, within the customer environment. To the maximum extent permitted by applicable law, SG Group accepts no liability for any data-related event of any kind or cause — including loss, corruption, deletion, leakage, alteration, unauthorized access or unrecoverability, whether arising from the customer environment, device / server / network failures, third-party services, malware, or account and password mismanagement — and will not accept any monetary claim on such grounds under any name, including refunds, reductions, compensation or damages (including indirect or special damages such as lost profits, lost opportunities or data-recovery costs). Prices, features and contents may change without notice.

Stripe If payment is introduced, checkout, subscription management and cancellation run through Stripe’s billing portal.

Start free, unlock all templates with Pro, and move to customer-specific workflows with Premium.

You can start immediately with free templates. Tell us your workflow if you need all 412 templates, 12-language output, team approvals or customer-specific customization requests.

Please read before using

  • Financial Templates Hub is a template tool that supports drafting, organizing and reviewing financial-related documents. It does not provide investment advice, trade recommendations, legal advice, tax advice, AML / KYB / KYC advice or a guarantee of regulatory conformity.
  • Template QA, Client-safe Summary, approvals and diff view support wording review and operational checks. They do not guarantee legal, tax, advertising-review, suitability or regulatory compliance.
  • Public registrations, licenses, broker information, partner information and commission terms must be verified against official sources, contracts, internal rules and qualified professionals. A “no match” or “no warning” indication is not proof of safety or legality.
  • Inputs, generated body text, output history, audit trails and records are not sent to or stored by SG Group and are designed to be managed, operated and stored by the customer in the customer environment. File storage, account management, passwords, outputs, audit trails and records, along with their sharing and internal approval, are the customer’s responsibility. To the maximum extent permitted by applicable law, SG Group assumes no responsibility whatsoever for any data-related event, including loss, corruption, disappearance, leakage, alteration or unauthorized access, and does not accept any claim for refund, compensation or damages (including indirect damages such as lost profits) arising from it.
  • Premium customization requests are limited to implementation of document-template features such as language additions, template additions and template adjustments. They do not substitute for investment, legal, tax, regulatory or contract judgments for individual matters.
  • Prices, features, template count, support scope and customization availability may change without notice. Some customization requests may not be supportable depending on scope.