Optimize by Automating
At an Affordable Price.
Starter
20,000
$
Yearly
Up to 3 Funds
Up to 6 Classes per Fund
Up to 10 Intermediaries
Basic Reporting
Up to 2 users
*Done-for-you onboarding available as an add-on.
Growth
30,000
$
Yearly
Up to 10 Funds
Up to 10 Classes per Fund
Up to 75 Intermediaries
Advanced Reporting
Up to 5 users
*Done-for-you onboarding available as an add-on.
Business
50,000
$
Yearly
Up to 25 Funds
Up to 15 Classes per Fund
Up to 150 Intermediaries
Advanced Reporting
Up to 10 Users
*Done-for-you onboarding available as an add-on.
Custom
On Demand
Unlimited Funds
Unlimited Classes per Fund
Unlimited Intermediaries
Advanced Reporting
Unlimited Users
*Done-for-you onboarding available as an add-on.
Starter
2,000
$
Monthly
Up to 3 Funds
Up to 6 Classes per Fund
Up to 10 Intermediaries
Basic Reporting
Up to 2 Users
*Done-for-you onboarding available as an add-on.
Growth
3,000
$
Monthly
Up to 10 Funds
Up to 10 Classes per Fund
Up to 75 Intermediaries
Advanced Reporting
Up to 5 Users
*Done-for-you onboarding available as an add-on.
Business
5,000
$
Monthly
Up to 25 Funds
Up to 15 Classes per Fund
Up to 150 Intermediaries
Advanced Reporting
Up to 10 Users
*Done-for-you onboarding available as an add-on.
Custom
On Demand
Unlimited Funds
Unlimited Classes per Fund
Unlimited Intermediaries
Advanced Reporting
Unlimited Users
*Done-for-you onboarding available as an add-on.
