Get all this from only $240 setup and $68 per month!
1. Establishment fee (data entry and reconciliation of your records)
This is based on a typical portfolio requiring up to 4 hours. For complex portfolios we’ll give you a fixed quote in advance.
$240.00 per portfolio
2. Access to portfolio details and records per portfolio
$19.00 per month
3. Administration (unlimited number of portfolios)
A. Passive (up to 40 actions p.a.) $49.00 per month
B. Investor (up to 250 actions p.a.) $69.00 per month
C. Trader (up to 1,000 actions p.a.) $99.00 per month
That’s it. When you subscribe to Financial Shoebox™, there are no hidden extras and we are not paid commissions. The only excess would be if your portfolio is especially complex. But even then we’ll quote you a firm establishment fee BEFORE we start work. Either way, you know exactly what you’ll pay.