|Basic Services||Contact Us|
Includes 3 hours of portfolio setup, and 4 hours of phone training for up to 10 users per session.
- $300 / monthBase Fee
- $100 / monthPortfolio Fee (each portfolio)
- Record Fees (per month, for each Portfolio)
- $1.00 / monthNon-archived to 2500
- $0.25 / monthNon-archived beyond 2500
- $0.10 / month Archived
|Optional Services||Contact Us|
Month-To-Month Fee: 20% of total fees in each month during any month to month agreement term.
- $30 / monthPower Reporting per user
- $20 / monthCustom Views per view
- $20 / month Apex Option per user
- $100 / monthBase Payment Functionality
- Per portfolio, plus $0.80 per non-archived record using the Payment Functionality
- $0.20 / monthEnhanced Financial Functionality