Pricing

We believe pricing should be transparent. 

While it’s difficult to provide a simple price list for an Investment Management System, we can share examples of what pricing could look like and what are some of the key drivers of price.

Example A

Up to:

5

Users

-

Custodian & admin integrations

3

Funds

Applicable for managers with <$1bn AuM

  • circle-lim Asset classes: Listed & FX
  • circle-lim ETL tool for integrations

Example B

Up to:

10

Users

3

Custodian & admin integrations

10

Funds

No AuM restriction. Everything in example A, plus:

  • circle-lim Asset classes: Cross-asset
  • circle-lim 2 trading connections

$249,000

Request My Quote

Example C

Up to:

25

Users

5

Custodian & admin integrations

30

Funds

Everything in example B, plus:

  • circle-lim Portfolio Risk
  • circle-lim Stress tests

$399,000

Request My Quote

Example D

Up to:

50

Users

10

Custodian & admin integrations

500

Funds & mandates

Everything in example C, plus:

  • circle-lim Additional environment(s)
  • circle-lim Flexible release cycle

$649,000

Request My Quote

All prices are quoted in USD

Available add-ons

  • Other managed integrations
  • Calendar data
  • Feature requests

We believe in a transparent, partnership approach to doing business and as such we have decided to publish example pricing on our website. Please note that these prices are just examples, and we don’t take a one-size-fits-all approach. If you’d like to understand more precisely the cost of our services to your business, please reach out for a no-strings-attached discussion.

Prices above are per annum.

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