Pricing
Financial portfolio management at the scale you need.
Every plan includes unlimited financial portfolios and investments. Choose the number of people and families you need to organize.
Three clear plans
Start with the scope that fits today.
Prices are monthly USD list prices. A payment card is required to begin the trial, but the first subscription charge occurs when the 10-day trial ends unless you cancel.
For one individual organizing a complete investment picture across unlimited financial portfolios.
One family · one individual
Learn about individuals →For a family preserving each person’s portfolio detail while reviewing the combined picture.
One family · unlimited individuals
Learn about families →For one account managing multiple client families, models, and business-wide aggregate statistics.
Unlimited families · unlimited individuals
Learn about independent portfolio managers →Complete comparison
The same portfolio foundation at every tier.
| Plan feature | Plus | Pro | Business |
|---|---|---|---|
| Monthly USD list price | $19.99 | $34.99 | $49.99 |
| Standard families | 1 | 1 | Unlimited |
| Individuals | 1 | Unlimited | Unlimited |
| Model portfolios | Not included | Unlimited | Unlimited |
| Financial portfolios | Unlimited | Unlimited | Unlimited |
| Investments | Unlimited | Unlimited | Unlimited |
Trial and billing
Know exactly what happens before you begin.
10 days free
Choose a plan and provide a payment method. No subscription fee is charged until the trial ends.
Change plans
Upgrades take effect immediately with proration. Downgrades take effect at the next renewal after any required data selections.
Cancel anytime
Access continues through the current trial or paid billing period, and you are not charged for a later period.
Payments are ordinarily non-refundable. SWB Technologies may approve an exceptional refund when a severe incident caused by SWB Technologies substantially affects a customer. Prices are charged in U.S. dollars, and Stripe Adaptive Pricing is disabled for the U.S.-only launch. Subscription charges ordinarily appear as FIN PORTFOLIO MANAGER on your payment statement.