Pricing for
Professionals
User-friendly, cloud-based, secure, and feature-rich.
Pricing for Professionals
Monthly pricing
Free Forever
FREE/.
- Core software
- Manage multiple funds
- End of day prices for listed securities
Pro
$2.75/per fund, per month
- Everything in Free Forever
- Online lodgement
- Year-end Reports Pack
- Centralised Transactions Screen
- Ad-free interface
- TBAR
- Asset maintenance
- Allocation Rules (coming soon)
- Open Banking (coming soon)
Premium
$6.60/per fund, per month
- Everything in Pro
- Bank Data Feeds
- Broker Data Feeds