Licensing that scales with how you use it
Seat-based plans for firms, an annual licence for platforms. Indicative pricing below; final terms are agreed after a scoping call.
Launch
Small advisory firms and new propositions
- Up to 10 seats
- Consolidated multi-asset portfolios
- Core performance analytics
- Standard branded reporting
- CSV import and manual holdings
- Email support
Growth
Established managers and scaling platforms
- Up to 50 seats
- Everything in Launch
- Households, mandates and model portfolios
- Custom report templates and scheduling
- Broker & custodian feed integrations
- White-label theming and custom domain
- REST API access
- Priority support
Enterprise Licence
Brokerages, platforms and OEM partners
- Unlimited seats and client records
- Everything in Growth
- Embedded modules and full API/webhooks
- SSO and advanced permission models
- Data residency options
- Dedicated environment and SLA
- Named implementation and success team
Compare the plans
| Capability | Launch | Growth | Enterprise Licence |
|---|---|---|---|
| Multi-asset position book | |||
| Performance & risk analytics | Core | Full | Full |
| Households & mandates | |||
| Model portfolios & drift alerts | |||
| Branded reporting | Standard | Custom | Custom |
| Custodian / broker feeds | |||
| White-label domain & theme | |||
| REST API & webhooks | API | API + webhooks | |
| Embedded modules | |||
| SSO | |||
| Data residency options | |||
| Support | Priority | Dedicated + SLA |
Licensing questions
Is Portfolio 360 sold to end investors directly?
Not by us. Individual investors get access through a licensee — a brokerage, platform or manager that offers Portfolio 360 as a self-serve tier under its own brand.
Can we run it on our own infrastructure?
Dedicated environments and data-residency configurations are available on the Enterprise Licence. Full on-premise deployments are assessed case by case.
What does implementation cost?
A one-off implementation fee covers data mapping, feed integration, branding and UAT. It is scoped after the discovery call and depends on the number and complexity of your data sources.
How is an AUM-tiered licence calculated?
Against assets under administration on the platform, measured at agreed intervals. It suits firms with large books and few operational seats.
Do prices include market data?
Standard pricing and reference data are included. Premium or exchange-licensed data feeds are passed through at cost where your use requires them.
Get a firm quote for your deployment
Tell us your seat count, book size and data sources and we'll come back with licence terms.