Choose the Taskize plan for your business

Sponsored Sponsor
determined




Sign-up
  • Great service from key partners!
  • Works with CSDR buy-in reporting
  • Works with Euroclear Easyway
  • Works with DTCC Exception Manager
  • Sponsor oversight
  • Self-service support

Basic Includes
5 users

£1,000

/month
Contact sales
  • Sponsored plus, access the entire network for your own business needs
  • Privacy from sponsors
  • Dashboard reporting
  • Internal workflows
  • Private side-notes
  • On-line support in business hours

Business Includes
25 users

£2,500

/month
Contact sales
  • Basic plus, service your clients on Taskize
  • Sponsor counterparties
  • Deploy to multiple entities & departments
  • Single Sign-on and on-boarding users from Active Directory
  • Bulk-operations, API access
  • Phone support in business hours

Professional Includes
100 users

£8,750

/month
Contact sales
  • Business plus, Taskize Email Solution and integrations
  • Customise organisations & routing
  • Enhanced API/data access
  • Connect 3rd party technology (incl. Symphony, Duco)
  • Named contact
  • 24x7 support

Enterprise Includes
many users

POA



Contact sales
  • Professional plus, large enterprise ready
  • Enterprise-wide subscriptions
  • Service the clients-of-your-clients (On-Behalf-Of)
  • Integration with bespoke enterprise technologies and solutions
  • Large scale sponsorship
  • Real-time compliance integration
  • Relationship/project manager
  • Custom support

Sign-up FAQ

Please get in touch if you have a question about subscribing to Taskize not answered here.

  • “Taskize, provides an excellent alternative to email. It’s safer, more efficient and gives us easy access to data that will allow us to provide our clients with a superior level of service”.
    Mike Jones, Head of Securities Clearing Operations, LCH Ltd
  • “Taskize has changed our communication way. Instead of spending our time on phone calls or waiting for email replies, solutions come to us quickly and everybody wins. Taskize is the example what a collaborative platform should be.”
    Diego Garcia, Head of Asset Services Deutsche Bank SAE
  • “Taskize has been the preferred client service channel for Euroclear for almost three years and extending its use for CSDR Settlement Discipline will bring even more value to our clients and the wider market.”
    Jo Van de Velde, Head of Group Strategy and Product Expansion, Euroclear
  • “We are very satisfied with the Taskize platform. It is a great tool for urgent cases, which helps significantly improve the response time as well as better track the resolution progress.”
    Head of Settlements, Renaissance Capital

Where do I sign-up for use with Euroclear, DTCC, LCH and more?

Click to sign-up to any plan above and you will be able to use Taskize with DTCC, Euroclear, LCH and a growing list of leading financial firms; contact us for a list. You may use the no-charge sponsored plan if you are a client of any sponsoring firm.

Is sponsored free?

Sponsored is no charge to you, because it is paid for by the company whose services you are accessing. You get the benefits Taskize to manage all your work with a growing list of service providers including DTCC, Euroclear, and LCH. Please note that the relevant sponsor always has access to bubbles they sponsor, to discourage inappropriate use.

How does onboarding work?

Fill in the order form with your details and sign to agree to our terms. Our Customer Success team will then contact you to complete onboarding details and arrange your go-live date. We will invoice you at this point, if applicable. Webinar training sessions will be made available and go-live will happen at a weekend convenient to you. The next morning you can use Taskize. Go-live can take as little as 4 weeks from clicking above.

How safe is my data?

Taskize is ISAE 3402 SOC 2 Type 2 audited, and we manage our security and business continuity processes to meet the rigourous and unique demands of the global financial services industry. Taskize Limited is majority owned by Euroclear SA, a global provider of Financial Market Infrastructure services.

Can I extract my data?

You can retrieve all your data from Taskize at any time. An archive feed of all activity is available for extract daily, or more often, in a standard format by your firm's administration account. Some clients load these archives into their legal hold system. Data is retained online for 13 months by default.

Can I use Taskize for my own work?

Paying subscribers can use Taskize internally for their own tasks, or with counterparties, or even sponsor counterparties onto the network. Taskize can scale from the smallest team to the largest global operation, for any number of business processes. However, sponsored member firms are limited to working just with their sponsors.

How many user subscriptions do I need?

You need a user subscription for each person who will be involved in work managed in Taskize.  This may be specific individuals, one or more teams, a division, or more.  There is a minimum number of user subscriptions to buy at each level of plan, but these can be allocated as you like. Subscriptions can be bought company-wide, or by teams placing separate orders and billed separately. Finally, systems using the API require a license for each person benefiting from the automation.

My firm has multiple entities...

This is common in our clients. Taskize allocates a tenant at your firm's holding company level (if any), then creates group entities to suit your needs. Entities have information barriers and can be separately administered and billed depending on your requirement.

My firm's vendor management has specific requirements, can you help?

We can help, please contact our sales team. For example, bespoke security questionnaires may be turned around in less than a week.

What if I want to change plan?

It takes a 2 to 4 weeks to schedule your go-live, during that time you can change your mind about which plan you want to be on. Once you are live you can change too. Sponsored members can remove limitations by paying the membership fee at any time, since it's the same contract.

Can I have a custom plan?

There are certain minimum levels of subscription to access different capabilities. Pro-rating the Basic and Business will give you more users. Talk to our friendly sales team to find out about a Professional or Enterprise plan tailored to your needs.

What payment methods and currencies do you accept?

We accept GBP, USD and EUR, please ask for a quote. Payment is annually in advance by bank transfer for all plans, however, for Basic, Business and Professional plans we can also offer monthly Direct Debit or card payments.

Do you have cancellation fees?

There is a cancellation notice period, please see the terms.

Do you offer evaluations?

Clients will normally evaluate Taskize based on their experience with the sponsored service, which is free of charge to qualifying companies. Please contact our sales team to discuss your needs.