Pricing

Axle’s modular and customizable design allows you to control how you want to engage. Choose from our standard pricing plans or contact us to create a customized one based on your needs.

Reap early benefits!
Avail 30% off on our standard pricing plans*

*Offer valid up to 31.12.2017, for the first 10 clients only. Terms & Conditions apply.

Standard Pricing Plans

Starter
Starting from

USD 50,000

for External Asset Managers

Includes all features of
the Starter plan

State-of-the-art Technology Platform

  • Proven portfolio management system
  • Automated compliance workflows
  • CRM tools

Research & Model Portfolios

  • In-house plus 3rd party research consolidation
  • Multi asset class coverage
  • Strategic models for 5 risk profiles

Client Communication

  • Standard investment reporting
  • Monthly investment newsletter

Back-office

  • Trade capture & booking
  • Portfolio reconciliation

Professional
Starting from

USD 75,000

for Asset Managers

Includes all features of
the Starter plan

Investment Strategy Formulation

  • Customized research
  • Strategy back-testing
  • Portfolio construction
  • Manager selection(incl.hedge funds, PE)

Risk Management

  • Pre/post-trade checks
  • Performance & risk analytics
  • Bespoke scenario analysis
  • Cash & FX management

Mid-Office

  • Shadow accounting
  • Management dashboards
  • Post-trade compliance monitoring

Family Office
Starting from

USD 100,000

for Family Offices

Includes all features of the Starter and Professional plans

Family Governance

  • Ownership structures and family hierarchies
  • Multi-generational strategic and tactical asset allocations (SAA/TAA)

Non-Bankable Investments

  • Corporate,real estate and private asset coverage
  • Dynamic valuation and risk analysis

Total Wealth Insight

  • Consolidated reporting
  • Ex-post performance
  • Ex-ante risk

Cost & Compliance

  • Cost attributions by custodian and portfolio
  • Detailed fee reconciliation
  • Investment policy monitoring and controlling

Contact Us for a free demo