Pick a Plan

Choose the plan that best fits your needs

Individual License

Perfect for individual portfolio managers

$2,000/month
For 1 user
1
Rolling monthly contract

Features

  • Full access to portfolio management tools
  • Advanced portfolio analytics
  • Full API access
  • Build and upload portfolios
  • Search among 50k+ funds
  • AI signal integration
  • Custom rebalancing
  • Attribution engine
  • Unlimited backtesting
  • Standard support
  • Training and onboarding

Enterprise Solution

Ideal for investment teams

$120k/year
Unlimited users
Rolling annual contract

Features

  • All features of Individual License
  • Priority support
  • Custom reporting
  • Team collaboration tools

Single Tenancy Solution

Complete solution for large organizations

$450k/year
Unlimited users
Multi-year commitment

Features

  • Custom on-premise platform
  • Fully in-house data isolation and security
  • Customizable infrastructure setup
  • Dedicated support team
  • SLA guarantees
  • Custom integrations
  • Advanced security features
  • Custom development support

Payment Options

Invoice

Pay via invoice for business accounts

Direct Debit

Set up automatic monthly payments

Major Payment Providers

Pay securely with your preferred method

Payment options

Compare Plans

FeatureIndividualEnterprise SolutionSingle Tenancy
Portfolio Management Tools
User AccessSingle userUnlimited usersUnlimited users
Portfolio AnalyticsAdvancedAdvancedAdvanced
API AccessFullFullFull + Custom
Portfolio Building
Fund Search50k+ funds50k+ funds50k+ funds
AI Signal Integration
Custom Rebalancing
Attribution Engine
Backtesting
Support LevelStandardPriority + DirectDedicated team
Training & Onboarding
Custom Reporting
Team Collaboration
Custom Integrations
SLA Guarantees
Custom Development