Plans, by the number of funds you run.
Every plan includes market stress and positioning for seven economies, and the decision record. Prices are quoted per firm.
Starter
One fund.
- One fund, two users
- Market stress and positioning for seven economies
- Decision record
- PDF committee summary
Growth
Several funds and a committee.
- Everything in Starter, plus
- Up to five funds and five users
- One decision across several funds
- Committee packs in PowerPoint and PDF
- Client update drafts
Enterprise
Larger firms and platforms.
- Everything in Growth, plus
- Unlimited funds and users
- Your branding on packs
- Named users and audit log coming next
- Holdings files planned
Start with a one-quarter pilot on one or two funds.