Transparent Pricing for Every Investment Journey

Choose the financial reporting solution that matches your portfolio complexity and investment goals. All plans include our core analysis tools with no hidden fees.

Essential

$299
per month
  • Monthly portfolio performance reports
  • Basic risk assessment metrics
  • Sector allocation analysis
  • Email support during business hours
  • Standard dashboard access
  • Quarterly market outlook summaries
Start Essential Plan

Professional

$599
per month
  • Bi-weekly detailed performance analysis
  • Advanced risk modeling and stress testing
  • Custom benchmark comparisons
  • Priority phone and email support
  • Interactive analytics dashboard
  • Quarterly strategy consultation calls
  • Tax-loss harvesting recommendations
  • ESG scoring and impact analysis
Choose Professional

Enterprise

$1,299
per month
  • Real-time portfolio monitoring
  • Institutional-grade risk analytics
  • Custom report generation tools
  • Dedicated account manager
  • API access for data integration
  • Monthly strategy review meetings
  • Multi-currency and global markets
  • White-label reporting options
  • Alternative investment tracking
Get Enterprise Access

What Our Clients Say About Our Service

"The Professional plan transformed how I understand my investment performance. The quarterly calls helped me identify blind spots I never knew existed in my portfolio allocation strategy."

Freya Lindström testimonial

Freya Lindström

Private Equity Principal, Melbourne

"We switched to the Enterprise plan last year, and the real-time monitoring has been invaluable during volatile market periods. The dedicated support team understands our complex reporting needs."

Zara Nakamura testimonial

Zara Nakamura

Fund Manager, Brisbane

Why Professional Investors Choose Our Reporting Platform

Each plan builds on proven methodologies we've developed working with institutional investors across Australia. Our reporting isn't just numbers on a page – it's actionable intelligence that helps you make better decisions.

Enterprise-Grade Security

Bank-level encryption and Australian data sovereignty compliance means your investment information stays protected. We maintain ISO 27001 certification and undergo quarterly security audits.

The difference shows in details like our stress testing models, which simulate how your portfolio might perform during various market scenarios. Rather than generic risk scores, you get specific insights about correlation patterns and potential vulnerabilities that generic tools miss entirely.

847 Active Clients
$4.2B Assets Under Analysis
99.7% System Uptime
24hr Enterprise Support