Pick a Plan
Choose the plan that best fits your needs
Individual License
Perfect for individual portfolio managers
$5,000set-up fee
+ 2bps AUM/year
Single user
Annual 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
Alternative fixed pricing
- $25,000 per annum
Enterprise Solution
Ideal for investment teams
$10,000set-up fee
+ 2bps AUM/year
Unlimited users
Annual contract
Features
- All features of Individual License
- Priority support
- Custom reporting
- Team collaboration tools
Alternative fixed pricing
- $120,000 per annum
Single Tenancy Solution
Complete solution for large organizations
$450k/year
Unlimited users
Annual contract
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
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 |