|Panoramix™ User License Definition|
Panoramix™ is licensed by what we call a "data segment". A data segment is a collection of clients and accounts and their related data that can be viewed seperately. For example, if a firm has 2 advisors and both share and have access to all accounts, that is considered a single data segment, and therefor a single user license. If however, the 2 advisors do not want to see each others accounts, we would segment the data for each advisors and that would be 2 user licenses.
There are no additional costs for additional logins. A user license entitles you to as many logins to that data segment as you wish.
We offer two options for pricing for you to choose from. You may select User License pricing, or Assets Under Management(AUM) pricing.
|User License Pricing|
Base License Fee (includes 1 data feed): $4000 annually
Additional data feeds: $500 annually + $995 one time setup charge
Support and Maintenance (based on AUM of data segment):
- AUM up to $200 million : included
- AUM over $200 million : 0.004% of AUM over $200M annually
Additional logins: included
|Assets Under Management (AUM) Pricing|
Based on your firm's total AUM in Panoramix:
- less than $50 Million : $ 8,000 annually
- $50 - 100M : $ 12,000 annually
- $100 - 200M : $ 20,000 annually
- $200 - 1000M : 0.01% of AUM annually
- more than $1 Billion : 0.005% of AUM annually
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