Free Forever


Free

  • Core Software
  • Manage Multiple Funds
  • End of day prices for listed securities
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Pro

Most Popular


$2.75per fund
per month

  • Everything in Free Forever Plus:
  • Online technical support
  • TBAR
  • Asset maintenance
  • Ad-free interface
  • Year-end Reports Pack
  • Allocation Rules (coming soon)
  • Macquarie CMA
  • DDH Graham
  • Managed Fund Data (minimum 25 funds)
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Premium


$6.60 per fund
per month

  • Everything in Pro Plus:
  • Other Bank Feeds
  • Broker Data Feeds
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