Fundwave Portfolio pricing
Fundwave Portfolio pricing and what it adds up to
$1,200 a month, or $14,400 over twelve months, before onboarding and annual discounts
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
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The plans
What Fundwave Portfolio charges
Fundwave Portfolio Seed starts at $500 a month, Growth at $800 and Enterprise at $1,200 on the displayed quarterly rate. Your bill depends on the tier and number of funds, with onboarding charged separately and annual discounts offered.
Portfolio Seed
$500 a month
It includes company metric monitoring and custom reporting.
Portfolio Growth
$800 a month
It adds more detailed monitoring and reporting features.
Portfolio Enterprise
$1,200 a month
The starting rate includes one fund, and extra funds start at the same rate.
Enterprise onboarding
Starts at $4,000
Onboarding is separate from the ongoing subscription.
How the bill is built
Tier and fund allowance
The subscription price depends on the tier you choose. Portfolio Enterprise includes one fund at its displayed starting rate, and each extra fund starts at the same rate.
Different reporting tiers
Seed includes company metric monitoring and custom reporting. Growth starts at a higher monthly rate and adds more detailed monitoring and reporting features.
Separate onboarding
Enterprise onboarding starts at $4,000 and sits outside the ongoing subscription. The displayed Enterprise annual figure does not include this setup cost.
Discounts and add-ons
Fundwave offers an annual discount, but the amount is not specified here. Premier support and a customer success manager are listed as separately quoted Enterprise add-ons.
A year of Fundwave Portfolio
Enterprise starts at $14,400 a year
At the displayed Portfolio Enterprise starting rate of $1,200 a month, twelve months comes to $14,400 before onboarding, annual discounts and tax. Enterprise onboarding starts at $4,000 separately. The displayed rate uses a dollar symbol without naming the currency, so confirm the currency and your contract with Fundwave.
Underneath the bill
What you are really paying for
Your fund allowance
The Enterprise starting rate includes one fund. Each additional fund starts at the same rate, so the number of funds in your monitoring scope affects the subscription bill.
Monitoring and reporting depth
Seed includes company metric monitoring and custom reporting. Growth adds more detailed monitoring and reporting features at a higher starting rate. The tier you select determines the starting subscription price.
Setup and Enterprise extras
Enterprise onboarding starts at $4,000, separate from the subscription. Single sign-on and regional data residency are listed as Enterprise requirements, while Premier support and a customer success manager are separately quoted add-ons.
The owned alternative
Own your portfolio monitoring
Enterprise DNA builds Portfolio Monitoring around how your business runs, brings your Fundwave Portfolio data across and runs the managed version for you. You pay one setup fee, then a monthly retainer, with no per-seat plans. There is also a free version you can run yourself. The move is for your internal monitoring work, not regulated fund administration.
Portfolio Monitoring for Claude Code
One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.
Make it yours
Design your own Fundwave Portfolio replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Fundwave Portfolio. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Fundwave Portfolio data across and run it for you.
Questions
Fundwave Portfolio pricing, answered
What is the lowest Fundwave Portfolio starting price? expand_more
Portfolio Seed starts at $500 a month on the displayed quarterly rate. It includes company metric monitoring and custom reporting. The displayed price uses a dollar symbol without a currency code, so confirm the currency and billing terms with Fundwave before comparing it with your invoice.
What does Portfolio Enterprise cost over twelve months? expand_more
The displayed Portfolio Enterprise starting rate of $1,200 a month works out to $14,400 over twelve months, before onboarding, annual discounts and tax. Enterprise onboarding starts at $4,000 separately. Confirm the currency and your contract with Fundwave, as the displayed rate does not specify a currency code.
What can make the Fundwave bill higher? expand_more
The Enterprise starting rate includes one fund, and extra funds start at the same rate. Onboarding starts at $4,000 separately. Premier support and a customer success manager are separately quoted add-ons. Fundwave also offers an annual discount, though its amount is not specified here.
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