Pricing
Straightforward pricing, built to scale with your AUM.
No hidden fees, no per-report surcharges. Choose the tier that matches where your desk is today.
Monthly
Annual
Save 15%
Starter
For family offices and small structures.
$490/mo
Up to $50M AUM managed
- Basic analytics
- Monthly reporting
- Email support
- 1 user included
Most popular
Growth
For scaling asset managers.
$1,900/mo
Up to $500M AUM managed
- Advanced real-time analytics
- Customizable weekly reporting
- API access
- Priority support
- 5 users included
Institutional
For institutions and large-scale funds.
Custom
Unlimited AUM managed
- Dedicated algorithmic execution
- Custom OMS / EMS integration
- 99.99% guaranteed SLA
- Dedicated account manager
- Unlimited users
| Feature | Starter | Growth | Institutional |
|---|---|---|---|
| Real-time analytics | |||
| Algorithmic execution | |||
| API access | |||
| Custom OMS / EMS integration | |||
| Dedicated account manager | |||
| Guaranteed SLA |
Billing FAQ
A few quick answers.
Yes — upgrades take effect immediately and are prorated for the current billing period. Downgrades take effect at your next renewal date.
No setup fees on Starter or Growth. Institutional onboarding may include a one-time implementation fee scoped during your sales conversation, depending on integration complexity.
We'll reach out to help you move to the next tier before any service interruption — your data and reporting are never paused for a threshold change.