Portfolio Management Software

Simple plans hosted in the cloud

Starting-up

$100     / mo
paid annually, or $120 / mo paid quarterly
  • upto 3 Assets

Growing Fund

$650     / mo
paid annually, or $780 / mo paid quarterly
TRY IT FOR FREE

Key features

Portfolio Management Software

Unlimited portfolio logins
Create portfolio metrics
Track portfolio metrics
Analyze portfolio metrics
Excel add-in for portfolio users
Portfolio updates
Portfolio datarooms
TRY IT FOR FREE