Pay for what you use

Choose a plan or configure your own — pricing updates live.

SFO

Single family offices

CHF 500

per month, excl. VAT

Number of Portfolios
20
Investment Universe
250
Fixed Income Instruments
50
Benchmarks (for PAA)
2
PMS Integration
Supported
Users
Unlimited

Multi-Client

Multi-client wealth managers

CHF 1,200

per month, excl. VAT

Number of Portfolios
120
Investment Universe
500
Fixed Income Instruments
150
Benchmarks (for PAA)
4
PMS Integration
Supported
Users
Unlimited

Scale

Scaling advisory firms

CHF 3,000

per month, excl. VAT

Number of Portfolios
600
Investment Universe
1,500
Fixed Income Instruments
350
Benchmarks (for PAA)
6
PMS Integration
Supported
Users
Unlimited

Institutional

Banks & institutions

CHF 8,000

per month, excl. VAT

Number of Portfolios
2,000
Investment Universe
4,000
Fixed Income Instruments
800
Benchmarks (for PAA)
12
PMS Integration
Supported
Users
Unlimited

Tailor your plan

Start from a package, then add capacity on top.

Building on

SFO · Single family offices

Add capacity on top

Additional benchmarks

CHF 72 / benchmark / month

Additional fixed income instruments

CHF 1.50 / instrument / month

Additional capacity

CHF 100 / block / month

Each block: +10 portfolios, +100 instruments

PMS Bridge

Sync MantaWealth with your portfolio management system.

SFO

Single family offices

CHF 500

per month, excl. VAT

Breakdown

Base — SFOCHF 500
TotalCHF 500

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