Volume Pricing
All AssetView pricing is monthly unless stated otherwise.
Volume Pricing for Portfolios
AssetView's monthly subscription per edition is as follows.
| Investor Edition | Plus Edition | Business Edition |
|---|---|---|
| $15 | $25 | $50 |
AssetView offers volume pricing for monthly portfolio subscriptions cumulatively across all editions of AssetView portfolios.
| Tier | Discount for Each Dollar within the Tier |
|---|---|
| First $50 | 0% |
| Next $50 | 40% |
| Next $100 | 50% |
| Next $100 | 60% |
| Next $100 | 65% |
| Next $100 | 70% |
| Above | 75% |
| Example |
|---|
| If you subscribe to 10 monthly Investor Editions at $15 each (totalling $150) and 3 monthly Plus Editions (totalling $75), your total spend is $225 before the volume discount. Your volume discount would be: |
| $50 X 0% = $0 |
| $50 X 40% = $20 |
| $100 X 50% = $50 |
| $25 X 60% = $15 |
| Total Volume Discount = $85 |
| Your net monthly portfolio subscription would be $225 - $85 = $140. |
Volume Pricing for Additional Accounts, Assets, and Transactions
Usage for a month is based on the peak usage during that month. Annual discounts do not apply to this usage fee. For the Plus edition and the Business edition, the following volume pricing applies.
| Aspect | Next | Next | Above |
|---|---|---|---|
| Accounts | 10 units at $.25/unit | 20 units at $.175/unit | $.125/unit |
| Assets | 250 units at $.04/unit | 500 units at $.028/unit | $.02/unit |
| Transactions | 2,500 units at $.005/unit | 2,500 units at $.004/unit | $.0025/unit |
Volume Pricing for Additional AssetView Connector Apps
Annual discounts do not apply to this usage fee. For the Plus edition and the Business edition, the following volume pricing for additional Connector Apps applies.
| Apps | Free with Portfolio | Next 5 Accounts | Next 5 Accounts | Above |
|---|---|---|---|---|
| TradFi Institutions Connector | 2 accounts | $.75/account | $.60/account | $.45/account |
| Crypto Exchange Connector | 1 account | $.75/account | $.60/account | $.45/account |
| Crypto Blockchain Connector | 1 account | $.75/account | $.60/account | $.45/account |
More Information
For more information on volume pricing and enterprise subscriptions, please contact us.