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Volume Pricing for Portfolios

TierDiscount for Each Dollar within the Tier
First $500%
Next $5040%
Next $10050%
Next $10060%
Next $10065%
Next $10070%
Above75%

Example: 26 portfolios

25 Investor Edition Portfolios (1 for each of your clients) and 1 Business Edition Portfolio (required)

Total Price After Discount: $213 / month = $8.17 / portfolio / month

Example: 51 portfolios

50 Investor Edition Portfolios (1 for each of your clients) and 1 Business Edition Portfolio (required)

Total Price After Discount: $325 / month = $6.37 / portfolio / month

Example: 101 portfolios

100 Investor Edition Portfolios (1 for each of your clients) and 1 Business Edition Portfolio (required)

Total Price After Discount: $550 / month = $5.45 / portfolio / month

Portfolio Terms

  • Portfolio volume pricing requires your subscription to include at least one business edition portfolio.
  • After that, portfolio volume pricing allows you to mix and match editions. Your discount is based on your total portfolio subscription spend across all editions.
  • The day of the month that you initially subscribe to AssetView is your portfolio subscription anniversary date. When you create additional portfolios, the first month will be prorated and subsequent billing will be on your portfolio subscription anniversary date.
  • All AssetView pricing is monthly unless stated otherwise.

Volume Pricing for Usage

UnitPrice
Additional Read-only Users$3 / user
Additional Assets$.04 / asset
Additional Transactions$.005 / transaction

Usage Terms

  • Only applies to Business edition portfolios.
  • Additional units are only needed if you exceed the units that come with the Business Edition.
  • All AssetView pricing is monthly unless stated otherwise.
  • Usage fees are billed at the end of each subscription month.
  • Usage for a month is based on the peak usage during that subscription month.

More Information

For more information on volume pricing and enterprise subscriptions, please contact us.