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Pricing

Start Creating Factsheets Today

Basic
$39
per month
if billed annually
$49 per month
if billed monthly
Try it Free
  • Manage up to 3 funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Email support
Plus
$99
per month
if billed annually
$124 per month
if billed monthly
Try it Free
  • Manage up to 100 funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Unlimited support
  • 2 hrs/mo admin work
  • Custom templates (from $50)
  • Fund widgets
  • Language versions
  • Limited API access
  • Portfolio tool
  • Client reporting
Enterprise
$199
per month
if billed annually
$249 per month
if billed monthly
Try it Free
  • Manage up to 1000 funds
  • 14 ready to use templates
  • Store factsheets in PDF
  • Unlimited support
  • 4 hrs/mo admin work
  • Custom templates
  • Fund widgets
  • Language versions
  • Unlimited API access
  • Portfolio tool
  • Client reporting
  • Client portal
  • Automated PDF generator
Custom
Customized offer available
Ideal for banks, large asset management firms, fund administrators...
  • Managing more then 1000 funds?
  • Contact us for an invididual approach and pricing.