Transparent pricing, no hidden modules
Take one panel or both. Prices are per month and exclude VAT.
Transparent pricing, no hidden modules
Take one panel or both. Prices are per month and exclude VAT.
Client Panel
Dossiers, AML screening and reminders
on a twelve-month plan
Request a demoIncludes
- Unlimited client dossiers
- Individuals and legal entities
- Automated PEP and sanctions screening
- A document for every check performed
- Bulgarian Commercial Register lookups
- Documents with validity dates and versioning
- Risk-based review reminders
- Roles, access rights and audit trail
Both panels
Most chosenThe full platform, at a better price
on a twelve-month plan
Saves €19/mo compared with the two panels separately
Request a demoIncludes
- Everything in the Client Panel
- Everything in the Portfolio Panel
- Shared clients across both panels
- Client dossier linked to the portfolio account
- A single view of compliance and portfolio
- Priority support during onboarding
Portfolio Panel
Structure, valuation and regulatory limits
on a twelve-month plan
Request a demoIncludes
- Portfolio structure by asset, issuer and group
- Automated pricing from the Bulgarian Stock Exchange
- Revaluation of positions and net asset value
- Automatic recalculation of client unit values
- Configurable regulatory limits
- Warning threshold below the hard limit
- Alerts on approach and on breach
- Event history for reporting purposes
Investor Portal
A web portal where the fund’s investors see how their assets are performing and update their dossier remotely.
No monthly minimum and no cap. You pay only for the investors you have given access to. Adds on to the Client Panel, the Portfolio Panel or both.
Price per registered investor per month
- up to 100 registered€0.99
- 100 - 300 registered€0.79
- over 300 registered€0.59
The Investor Portal is free for the first 6 months
Launch the portal alongside the panel you use and pay nothing for it through the first half-year. Investors see their holding and update their documents remotely from day one.
- Applies to every new customer, with the Client Panel, the Portfolio Panel or both
- Investors get access from the first day you go live
- Migrating your existing dossiers fits inside the six months
- No commitment to keep the portal after the promotion
Months 1 - 6
€0for the Investor Portal
You pay only the subscription for the panel or panels you use.
From month 7
€0.99/mo per registered investor
€0.79 between 100 and 300 registered and €0.59 above 300. No minimum and no cap.
The promotion applies to every new customer and starts on your go-live date. From the seventh month the portal is charged on the number of registered investors, with no monthly minimum and no cap.
Prices are in euro and exclude VAT. Onboarding and migration of existing data are quoted against volume - we scope them on the demo call.
What each plan includes
| Capability | Client Panel | Portfolio Panel | Both panels |
|---|---|---|---|
| Client dossiers | |||
| PEP and sanctions screening | |||
| Document for every check | |||
| Commercial Register lookup | |||
| Documents with validity dates | |||
| Risk-based reminders | |||
| Portfolio structure | |||
| Bulgarian Stock Exchange pricing | |||
| Client unit values | |||
| Regulatory limits and alerts | |||
| Linked dossier and account | |||
| Investor Portal | optional | optional | optional |
Not sure which plan you need?
You don’t have to decide now - book a demo and we’ll go through your needs and the packages that fit them.
Request a demoFrequently asked questions
Can I use just one of the modules?
Yes. The platform has three modules - the Client Panel, the Portfolio Panel and the Investor Portal - and each one works on its own. You can start with the Client Panel alone for dossiers and checks, with the Portfolio Panel alone for the fund’s structure and limits, or add the Investor Portal to either or both. When the modules run together they share the same clients and the same data, and the two panels together cost less than the sum of the two.
What exactly does the platform check in PEP and sanctions lists?
The client and the related parties recorded in the dossier. The check runs when the dossier is created and repeats periodically. Every check produces a document with the result, date and time, which stays in the client dossier.
Where do the asset prices come from?
From the Bulgarian Stock Exchange. Prices update automatically and revalue positions, net asset value and consequently the amounts held in client accounts.
What about assets that are not traded on the BSE?
You enter and edit their prices manually. You record the current price and the platform revalues the position, the net asset value and the client units exactly as it does with automatic prices from the BSE - so instruments from other exchanges can be held in the portfolio too. If you work with a particular exchange regularly, you can request that its instruments be added to the automatic price updates.
How are regulatory limits configured?
You configure them yourself - for a single issuer, for a group of connected parties and for the other applicable restrictions, including your own internal limits. The platform recalculates on every change and alerts on approach and on breach.
Is the investor portal mandatory?
No. It is an optional add-on to any plan and is charged on the number of registered investors: €0.99 per investor per month up to 100 registered, €0.79 between 100 and 300, and €0.59 above 300. There is no monthly minimum and no cap. You pay only for the investors you have given portal access to, not for every dossier.
How does the Investor Portal promotion work?
The portal is free for the first six months - for every new customer, whichever panel they use. During that period you pay only the subscription for the panel or panels. From the seventh month the portal is charged at its normal price, based on the number of registered investors.
What happens to our existing dossiers and portfolio?
We migrate them during onboarding. Scope and timing depend on the volume of data - the aim is that you start work with your real dossiers rather than an empty system.
Is there a minimum contract term?
The monthly plan runs month to month. The annual plan runs for twelve months and is priced accordingly lower.
Where is the data stored?
On servers located within the European Union, as the regulatory requirements demand. The data is encrypted in transit and at rest, access is role-based and every action leaves an audit trail.
Let’s look at it on your own case
We walk the platform through a real scenario from your work - a dossier, a screening, a portfolio and a breached limit. Thirty minutes, no obligation.