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Pro is best suited to medium-sized and growing firms that want to make accounting, portfolio management and investment reporting quick and easy.
- Ideal for small and growing family offices, fund admins, hedge funds and other asset managers
- Supports any asset class
- Delivers more robust and enhances reporting
- Up to $500M AUM/AUA
$10,000 / user / yearLearn More
Enterprise is for large investment firms that want to benefit from greater automation and the ability to deal with complex investment structures.
- Ideal for large and/or complex family offices, fund admins, hedge funds and other asset managers
- Supports any ownership structure
- Supports global operations with full multi-currency/book capabilities
- From $500M AUM/AUA