Basic

$39per month
if billed annually
  • $49 per month
    if billed monthly
  • Manage up to 3 funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Email support
Try it free

Premium

$69per month
if billed annually
  • $86 per month
    if billed monthly
  • Manage up to 20 funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Unlimited support
  • 1 hr/mo admin work
  • Custom templates (from $100)
  • Fund widgets
  • Language versions
Try it free