Basic
$39per month
if billed annually
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
Premium
$69per month
if billed annually
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
