Pricing

We believe pricing should be transparent. 
While it’s difficult to provide a simple price list for a service that is dependent on many aspects, we are able to share examples of what pricing could look like and what are some of the key drivers of price.

Please reach out to get a custom quote for your unique business.

Example A

Up to:

5

Users

2

Custodian & admin integrations

5

Funds

Full functional coverage: OMS, PMS, Compliance, IBOR

  • circle-lim Asset classes: Listed & FX
  • circle-lim 2 Trading integrations

$79,000

Request a quote

Example B

Up to:

10

Users

3

Custodian & admin integrations

10

Funds

Everything in example A, plus:

  • circle-lim Asset classes: Cross-asset
  • circle-lim Connectivity module (ETL)

$249,000

Request a quote

Example C

Up to:

25

Users

5

Custodian & admin integrations

30

Funds

Everything in example B, plus:

  • circle-lim Portfolio Risk
  • circle-lim Unlimited trading connections

$399,000

Request a 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

$599,000

Request a 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.

Read more of our cost and price-related articles

The total cost of ownership of an investment management system, order management system and IBOR includes both hidden and transparent parts.

Total Cost of Ownership

Many factors affect the total cost of ownership of using an investment management system. To help you calculate this, we unpack the 8 most common cost drivers of a system - out of which only one is paid to the vendor.

Cost Pressure lowres

Cost of a Portfolio Management Software

Portfolio Management Software can cost anything from $30k to millions. We explain why and what a solution that right for your needs is likely to cost

cost calculator

Operational Alpha Calculator

Learn what Operational Alpha is and ways to achieve it. Explore what to expect with out Operational Alpha ROI Calculator