Fundpeak vs Panoramix
FundpeakOther
CustomPublished price
PanoramixInvestment Portfolio Management
From $5,000 / yrPublished price
Fundpeak Other Fund Factsheet Production & Fund Portals | Panoramix Investment Portfolio Management The premium digital identity | |
|---|---|---|
| Overview | ||
| Category | Other | Investment Portfolio Management |
| What it is | Investment reporting and RFP automation for asset managers. | Advisor portfolio management and reporting platform. |
| Pricing | ||
| Published price | Custom Quote-based; no standard public pricing. A one-time client-portal implementation fee around $490 has been cited, but ongoing pricing is individualized. Fundpeak was acquired by Co… | From $5,000 / yr Published firm-license tiers by assets on platform (AOP): under $25M = $5,000/yr; $25-100M = $6,000/yr; $100-200M = $7,000/yr; $200M-$2B = $7,000 + 0.004% of AOP over $200M; over… |
| Pricing model | Custom quote | Custom quote |
| Free options | Free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2014 | 2009 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | Boston, MA | New York, NY |