Pricing for
Professionals
Low-cost software for a low-yield environment.
No minimum spend – manage as little as one fund
Monthly pricing
Free Forever
FREE/.
- Core software
- Manage multiple funds
- End of day prices for listed securities
Pro
$4.40/per fund, per month, inc. GST
- Everything in Free Forever
- Online lodgement
- Year-end Reports Pack
- Centralised Transactions Screen
- Ad-free interface
- TBAR
- Allocation Rules (coming soon)
- Open Banking (coming soon)
Premium
$8.25/per fund, per month, inc. GST
- Everything in Pro
- Bank Data Feeds
- Broker Data Feeds