Fundpilot

Pricing that scale with your business

Get enterprise-grade reporting with a price that makes sense for advisors. No AUM fees, cancel anytime.

2 months free on annual billing (save 17%)
Plans are based on investor accounts (your end clients). Professional is the fastest ROI for most advisors, and you can upgrade anytime with prorated billing.

Starter

For solo advisors who want to replace spreadsheets with a real portal.

€166
Per month
Billed annually: €1,990/year (save €398)
Book a demo
  • Up to 20 investor accounts
  • 1 admin user
  • 5 investment funds
  • Real-time investor portal
  • Subdomain (yourname.fundpilot.com)
  • Platform branding with advisor name
  • Single currency
  • Email support (48h response)
  • 5 years data retention

Professional

Most popular

Best value for growing practices that want full white-label control.

€249
Per month
Billed annually: €2,990/year (save €598)
Book a demo
  • Everything in Starter, plus:
  • Custom domain (portal.yourfirm.com)
  • Full white-label (logo, colors, email templates)
  • Up to 100 investor accounts
  • 5 admin users
  • Unlimited investment funds
  • Multi-currency (CZK, EUR, USD)
  • Branded PDF annual reports
  • Per-transaction email notifications
  • Priority same-day support
  • Unlimited data retention
  • Read-only API access

Enterprise

For firms that need SSO, auditability, and dedicated support with an SLA.

€499
Per month
Billed annually: €5,990/year (save €1,198)
Book a demo
  • Everything in Professional, plus:
  • 200+ investor accounts (then EUR2/account/month)
  • Unlimited admin users
  • Custom email and PDF report templates
  • SSO / SAML authentication
  • Full read/write API access
  • Audit logs
  • Dedicated support channel with SLA
  • White-glove onboarding
  • Monthly strategy call
Guided onboarding
Private portal setup for every client deployment.
No AUM fees
Your price stays predictable as assets grow.
Built for EU advisors
GDPR-first, secure by default, EU hosting.

Enterprise Custom Plan

For organizations with complex workflow, infrastructure, and compliance requirements.

Contact Sales
  • Dedicated infrastructure
  • On-premise deployment option
  • Custom integrations (API + workflow)
  • Compliance and audit support
  • GDPR-compliant EU hosting
  • Per-client data isolation
  • Daily backups + point-in-time recovery
  • 99.9% uptime SLA