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Volume Pricing

Volume Pricing for Portfolios

  • 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.

Monthly Subscription Price per Edition

Investor EditionPlus EditionBusiness Edition
$15$25$50

Volume Discounts

TierDiscount for Each Dollar within the Tier
First $500%
Next $5040%
Next $10050%
Next $10060%
Next $10065%
Next $10070%
Above75%
Example
If you subscribe to 1 Business Edition at $50/month and 10 Investor Editions at $15 each/month (totalling $150/month) and 4 Plus Editions at $25 each/month (totalling $100), your total spend is $300 before the volume discount. Your volume discount would be:
$50 X 0% = $0
$50 X 40% = $20
$100 X 50% = $50
$100 X 60% = $60
Total Volume Discount = $130
Your net monthly portfolio subscription would be $300 - $130 = $170 for the 15 portfolios = $11.33 / portfolio / month

Volume Pricing for Usage

  • The following aspects may only be added to Business edition portfolios.
  • 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.
AspectPrice
Read-only User$3 / user
Accounts$.25 / account
Assets$.04 / asset
Transactions$.005 / transaction

More Information

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