Pricing and service levels

Lite

Standard

Pro

Cloud platform

ü

ü

ü

Number of users

3

3

3

Number of segregated accounts

1

unlimited

unlimited

Training library

ü

ü

ü

Networking forum*

ü

ü

ü

Deposit pricing and product ideas*

ü

ü

ü

Deal recording module

ü

ü

ü

Live activity reporting

ü

ü

ü

Basic Reporting module

ü

ü

ü

CLG / CIPFA Stats / Risk Study submissions

ü

ü

ü

Economic calendar module

ü

ü

ü

Universe activity reporting

ü

ü

ü

Full audit trail

ü

ü

ü

Cash management module

ü

ü

Variable trades populated with projected rates

ü

ü

Toolkit reporting

ü

ü

Advanced Portfolio Reporting module

ü

ü

Data migration

ü

ü

Comprehensive support package

ü

ü

Market data module

ü

Credit risk module

ü

Budget monitoring

ü

Advanced risk analytics

ü

Price

Free

£225 per month

£650 per month