Pick a Plan
Choose the plan that best fits your needs
Individual License
Perfect for individual portfolio managers
$25k/year
- Full access to portfolio management tools
- Single user access
- Advanced portfolio analytics
- Full API access
- Build and upload portfolios
- Search among 50k+ funds
- AI signal integration
- Custom rebalancing
- Attribution engine
- Backtesting capabilities
- Standard support
- Training and onboarding
Enterprise Solution
Ideal for investment teams
$120k/year
- All features of Individual License
- Unlimited users
- Priority support
- Custom reporting
- Team collaboration tools
Single Tenancy Solution
Complete solution for large organizations
$450k/year
- Dedicated instance of the platform
- Complete data isolation and security
- Customizable infrastructure setup
- Dedicated support team
- SLA guarantees
- Custom integrations
- Advanced security features
- Custom development support
- All features of Enterprise Solution
Payment Options
Invoice
Pay via invoice for business accounts
Direct Debit
Set up automatic monthly payments
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Compare Plans
| Feature | Individual | Enterprise Solution | Single Tenancy |
|---|---|---|---|
| Portfolio Management Tools | |||
| User Access | Single user | Unlimited users | Unlimited users |
| Portfolio Analytics | Advanced | Advanced | Advanced |
| API Access | Full | Full | Full + Custom |
| Portfolio Building | |||
| Fund Search | 50k+ funds | 50k+ funds | 50k+ funds |
| AI Signal Integration | |||
| Custom Rebalancing | |||
| Attribution Engine | |||
| Backtesting | |||
| Support Level | Standard | Priority + Direct | Dedicated team |
| Training & Onboarding | |||
| Custom Reporting | |||
| Team Collaboration | |||
| Custom Integrations | |||
| SLA Guarantees | |||
| Custom Development |