SimCorp One Pricing Overview

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Basic

Contact Vendor for Pricing

Flat Rate Per Year

Top-Rated Alternatives

Morningstar Direct

4.1/5(439)

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

4.1/5(302)

Betterment at Work

4.3/5(713)

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SimCorp One Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Product	Price	Features
Betterment at Work Essential	$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*	An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees
Koyfin Free	$0.00	The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates My Portfolio Advanced charting Market & macro dashboards 2 watchlists & 2 screens 2 custom dashboards Limited company snapshots Limited news
Orion Advisor Technology Basic	$1,000.00Flat Rate Per Year

Various alternatives pricing & plans

Pricing information for the above various SimCorp One alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

SimCorp One Comparisons