What is the pricing of leading portfolio management software options?

Portfolio management software pricing varies significantly based on features, user count, and assets under management (AUM). Here's a general pricing overview:

Pricing Models:

- Per-user licensing: $50-$500+ per user per month

- AUM-based pricing: 0.01%-0.05% of assets under management annually

- Flat fee structures: $10,000-$100,000+ annually for enterprise solutions

Typical Price Ranges by Firm Size:

- Small RIAs (<$100M AUM): $2,000-$15,000 annually

- Mid-size Firms ($100M-$1B AUM): $15,000-$75,000 annually

- Large Enterprises (>$1B AUM): $75,000-$500,000+ annually

Cost Factors:

- Number of users and client accounts

- Advanced features (risk analytics, performance attribution)

- Integration requirements

- Customization and implementation services

- Data storage and processing volume

- Regulatory compliance modules

Hidden Costs to Consider:

- Implementation and setup fees (often $5,000-$50,000)

- Data migration and training costs

- Ongoing support and maintenance

- Third-party integrations and data feeds

Most vendors offer tiered pricing with basic, professional, and enterprise levels. Request detailed quotes and factor in total cost of ownership over 3-5 years when evaluating options.