Starter

30-day free trial — no credit card required

• All your Investments, Cash and Debts
• Total currency flexibility (35+ currencies)
• Full investment history (up to 2,000 records)
• Detailed performance metrics
• Automatic price updates (public instruments, crypto, foreign exchange)
• ONE external institution connection (bank, broker, exchange or wallet – maximum 2,000 transactions)
• After 30 days, subscribe to keep full access

Premium

Ideal for individual investors

• All your Investments, Cash and Debts
• Total currency flexibility (35+ currencies)
• Full transaction history
• Detailed performance metrics
• Automatic price updates (public instruments, crypto, foreign exchange)
• Automatic dividends
• Technical and financial data for public securities
• Unlimited external institution connections (banks, brokers, exchanges or wallets)
• Priority support

Institutional

Custom

Tailored for financial advisors and asset managers

• Full, comprehensive view of all your clients’ wealth
• Automatic information for full focus on advice
• One tool for all clients across the firm
• Daily updates with same level of detail as clients
• Modern cloud-based multi-device solution
• Customizable upon request

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