Software Plans
| 1 Portfolio |
| 3 Asset Categories |
| 3 Users |
| Single Group access to Portfolio |
| Core analysis techniques |
| Inbuilt Dashboards |
| Authentication basic |
| Business Hours Support |
| 2+ Portfolios |
| 8+ Asset Categories |
| 5+ Users |
| Multiple Group access to Portfolios |
| Advanced analysis techniques |
| Storyboards |
| Inbuilt Asset Management Plan templates |
| Authentication basic or O365 |
| REST APIs |
| 24/7 Support |
| 3+ Portfolios |
| 15+ Asset Categories |
| 10+ Users |
| Multiple Groups access to Portfolios |
| Advanced analysis techniques |
| Storyboards |
| Custom Asset Management Plans |
| Authentication basic, O365 or SSO |
| REST APIs |
| 24/7 Support |
| 1 Portfolio |
| 3 Asset Categories |
| 3 Users |
| Single Group access to Portfolio |
| Core analysis techniques |
| Inbuilt Dashboards |
| Authentication basic |
| Business Hours Support |
| 2+ Portfolios |
| 8+ Asset Categories |
| 5+ Users |
| Multiple Group access to Portfolios |
| Advanced analysis techniques |
| Storyboards |
| Inbuilt Asset Management Plan templates |
| Authentication basic or O365 |
| REST APIs |
| 24/7 Support |
| 3+ Portfolios |
| 15+ Asset Categories |
| 10+ Users |
| Multiple Groups access to Portfolios |
| Advanced analysis techniques |
| Storyboards |
| Custom Asset Management Plans |
| Authentication basic, O365 or SSO |
| REST APIs |
| 24/7 Support |
| 1 Portfolio |
| 3 Asset Categories |
| 3 Users |
| Single Group access to Portfolio |
| Core analysis techniques |
| Inbuilt Dashboards |
| Authentication basic |
| Business Hours Support |
| 2+ Portfolios |
| 8+ Asset Categories |
| 5+ Users |
| Multiple Group access to Portfolios |
| Advanced analysis techniques |
| Storyboards |
| Inbuilt Asset Management Plan templates |
| Authentication basic or O365 |
| REST APIs |
| 24/7 Support |
| 3+ Portfolios |
| 15+ Asset Categories |
| 10+ Users |
| Multiple Groups access to Portfolios |
| Advanced analysis techniques |
| Storyboards |
| Custom Asset Management Plans |
| Authentication basic, O365 or SSO |
| REST APIs |
| 24/7 Support |
Compare Software Plans
Frequently Asked Questions
We accept payment by credit card or direct debit and this is charged monthly via Stripe. Customers who prefer to purchase through our sales representatives can opt to pay via an annual subscription invoice.
Absolutely, we utilise global payment leader Stripe for processing payments and do not store any of your payment data directly. Stripe ensures PCI certification, holds a money transmitter license and is FDIC insured.
Yes, our plans can be cancelled with 30 days notice prior to the renewal term.
Your system administrator is able to update Account email and Stripe payment details from their user profile in the software.
A monthly invoice is issued to your accounts email setup via your system administrator's user profile in the software.
We provide 24/7 support via our Knowledge Base and software fast-track capabilities. Severity 1 issues are monitored and addressed 24/7 and communicated via our Status Page. Other issues are supported during normal business hours.
Full professional services can be provided, including via our partners, and this is tailored to your specific strategic asset management needs.
We take data security and privacy seriously. Authentication can be locked to your organization’s O365 auth / IDP. Our security policies and procedures are aligned to SOC2 and our software is regularly tested for vulnerabilities.
We provide several AWS regional deployments, including US/CA/AU. The desired region for your Account can be specified during the signup process. All data in encrypted at rest and in transit.
Get in Touch
Anything we missed? Reach out to our sales team for further information.