Pricing
Pricing, trial and support
Volume-based plans, a 30-day evaluation, and a team for new business or account help — on one page.
Priced around the reports you actually produce Every investment manager has a different setup—number of funds, data sources, level of automation, and reporting complexity. That’s why we don’t publish a rigid price table. The quote is built from monthly report volume, a quota of management hours, and a cap on the monthly fee.
How it works
Report volumes
Pricing is based on the number of reports you produce each month (e.g., fund factsheets, quarterly reports, SOAs, or committee packs).
Included hours
Each tier includes a quota of management hours that can be used for data uploads, template adjustments, or custom development.
Scalable fees
As your volume grows, your per-report cost reduces while capped monthly fees keep costs predictable.
Custom support
If you exceed included hours, additional support can be added at standard hourly rates.
Flexible models for different managers
Fund Managers
Tailored for high-quality, branded factsheets and quarterly reporting that scale with investor expectations.
Multi-Asset Managers & Dealer Groups
Supports complex data structures, shadow portfolios, and attribution reporting across multiple funds.
DIY (Self-Service)
Use our Report Studio and Data Studio tools directly, managing your own data pipelines with minimal ongoing support.
Data Managed by Us
Offload data ingestion, cleaning, and management to our team for a hands-off experience.
Request a custom quote
Tell us funds, sources and report volume and we’ll quote the matching tier.
A sandbox first, then a 20-minute session By application we provision a secured sandbox — Factsheet Studio with three starter templates and one brand applied, live web preview and PDF export — then a 20-minute implementation session to apply a template mock-up and your brand kit.
30-day evaluation
Scope
Factsheet Studio with three starter templates and one brand applied.
Data options
Sample data, provider-fed data, or client-supplied holdings and returns.
Onboarding
20-minute implementation session where we apply a template mock-up and your brand kit.
Access
Live web preview and PDF export in a secured sandbox. White-glove support throughout the evaluation period.
Request an evaluation
We’ll provision your sandbox and send a scheduling link for the onboarding session.
Sales and support
Sales. For new business and partnerships. We’ll help scope your reporting use cases, data sources, pricing and timelines.
Typical reasons
- Request a product demo
- Pricing and plans
- Partnerships and enterprise enquiries
Support. For technical support and account help. Log issues, ask how-to questions, or get assistance with data and reports.
What we can help with
- Product issues or bugs
- Account access and setup
- Data feeds, reports and exports
Frequently asked questions.
Get answersDocumentation.
Learn more