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

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

If you are a portfolio manager with less than 3 years of track record, or with an AUM of less than USD 100mn, claim your discount