Portfolio Adviser modules

Costs

You can develop your website with different modules from our Portfolio Adviser range as best fits your business. The costs for each module are as follows:

Existing clients will already have our Client Login feature within their site, so the cost to add a Portfolio Adviser module to their site would be the prices shown in brackets:

Portfolio Adviser Basic costs £595 (£395) + VAT to add to a site and setup, and £95 (£75) + VAT per month thereafter for up to 200 client records - additional records cost £30 + VAT pm per 100 clients.

Portfolio Adviser Pro costs £695 (£495) + VAT to add to a site and setup, and £115 (£95) + VAT per month thereafter for up to 200 client records - additional records cost £30 + VAT pm per 100 clients.

To upgrade from an existing Portfolio Adviser Basic to Portfolio Adviser Pro costs just £100 + VAT to set up and an additional £20 + VAT pm ongoing.

To add the Fund factsheets to either level costs £90 + VAT to set up and then £90 + VAT pm.

Portfolio Updater costs £225 + VAT to add to a Portfolio Adviser module and then £50 + VAT pm.

Transaction history module costs £500 + VAT to add to Portfolio Updater module, and then £50 + VAT pm.

If you do not already subscribe to Financial Express for price feeds and fund research we can supply this facility for an additional fee. This is essential if you want to obtain overnight price updates for either Portfolio Adviser module, and to link manually-entered policies to fund names.

The minimum contract period for any feature is 6 months.

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