Annual billing is 2 months free. Extra funds beyond a plan cost that plan's own per-fund rate, so one more fund never forces a step up. Prices exclude VAT where it applies.
Starter$79 /month
Up to 3 funds · then $26 per fund
For a boutique with a handful of funds.
- PDF factsheet or Excel, either makes a fund
- Full page and single widgets
- Brand pulled from your factsheet
- Review, approval and audit trail
- Domain lock
- "Powered by FundChart" on the page
Start free Growth$199 /month
Up to 10 funds · then $20 per fund
For a range with a fund centre and a team.
- Everything in Starter, no badge
- Fund centre for your whole range
- Your own domain
- Team roles and approver sign-off
- API, MCP and llms.txt per fund
- Review queue for month-end
Start free Scale$449 /month
Up to 25 funds · then $18 per fund
For a full range that must match your site.
- Everything in Growth
- Custom look built to match your site
- Month-end compare against your live page
- Priority support
Start free Every plan includes the locked compliance block, validators, approvals and the audit trail. Those are never paid add-ons. The trial mirrors Growth: 10 funds, no badge.