Pay As You Go/Trial

1 user seat

1 user seat

1 fund portfolio

1 fund portfolio

1 week

1 week

The Trial package is

billed monthly with a commitment of £620.

It provides 1 user seat, allows for 1 fund portfolio, has a PCM price/fund of £620 and a PCM price/user of £620. However, it does not include a dedicated analyst or database query feature.

Small Fund

Most Requested

3 user seat

3 user seat

10 fund portfolio

10 fund portfolio

1 week

1 week

The Starter package is

billed quaterly with a commitment of £9,920.

It provides 3 user seats, allows for 10 fund portfolios, has a PCM price/fund of £330 and a PCM price/user of £1,100. This package includes up-to 10 curated deals per week but doesn’t have the database query feature.

Growing Fund

Best Value

10 user seat

10 user seat

25 fund portfolio

25 fund portfolio

1 week

1 week

Data Query Feature

Data Query Feature

The Professional package has a

6-month billing cycle with a commitment of £24,000.

It provides 10 user seats, accommodates 25 fund portfolios, has a PCM price/fund of £160 and a PCM price/user of £400. Additionally, This package includes up-to 10 curated deals per week and database query feature.

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Free Dataset

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