Account Type: API Online Fully customized
Asset Allocation
Rebalancing alerts
Fund Selection
Manager Alert
Portfolio Insurance
Execution Preparation *
Portfolio Reportings *
Risk Management *
Set-up fee £5,000.00 £7,500.00 £10,000.00
Price (per month per user) £1,000.00 £1,500.00 £1,500.00
Due Diligence Bot (per request) £2,000.00 £2,000.00

*Depending on custodians API and reporting providers. Ask for our list.

Please note: These costs exclude the underlying funds costs as well as the transaction, administration, and custody fees levied by your preferred provider.