|
Service
Plan |
Rate |
|
Investor
Solution |
|
Web
Portfolio2 |
$330/year |
Enterprise
Solutions1^
Web Portfolio
True Multi-user, scalable
solution; support for unlimited number of Portfolios. |
Partner
Wholesale pricing |
100 portfolio's
$25,000/year
200 portfolio's
$40,000/year
10003
portfolio's $150,000/year
10,000+3 portfolio's $500,000/year |
AFSL holders
(brokers, advisors, dealer groups) |
Portfolio Manufacture6
Offer your own Investment services:
- Individual Managed Accounts (IMA)
- Managed Discretionary Account (MDA)
- Investor directed Portfolio Service (IPDS)
- WRAP
Contact VillageMall for details |
Specialist
Solutions
Use VillageMall's core SMSF accounting, portfolio, compliance and
regulatory engine from within your application. |
| Developers |
Contact VillageMall for details, or
visit our developers
area. |
1. All fees are GST Exclusive.
Fees are on a per portfolio basis.
^ includes VillageMall
access account for up to 20 partner employees, or
advisors.
2. Each Web Portfolio service includes one only, client access
account, additional access accounts are $50 per access account
per year.
3. Requires an On-Site
Service, or Dedicated server plus payment of $10/service/year or VillageMall Node.
Private label service available for 1000+ services.
4 Contact VillageMall for full details, and special pricing for
5000 or more funds.
5.Groups with less than 200 funds, should contact VillageMall
regarding opportunities to merge your requirements with an existing
partner, to achieve the economies of scale. Partners can provide
brown labelling for your service.
6. Available to partners, for supply to authorised clients,
supports online models, rebalancing , and ordering .
*See
here for full details of VillageMall plans and conditions. |
