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Fund Manager pricing

#68 of 81 in Portfolio Management SoftwareStock Portfolio Management

3 plans · prices checked 24 Sep 2026

7.0/10Editor score
Fund Manager7.0 Visit Fund Manager

Fund Manager pricing at a glance

Plans Paid No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on fundmanagersoftware.com

Fund Manager plans & pricing

PlanPriceKey limits
PersonalNot published
  • Unlimited portfolios
  • 500 investments per portfolio
ProfessionalNot published
  • Unlimited portfolios
  • 5,000 investments per portfolio
AdvisorNot published
  • Unlimited portfolios
  • 50,000 investments per portfolio

Prices as published by the vendor on fundmanagersoftware.com, checked 24 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Money-back guarantee
    30 days
  • Built for
    Solo, Small business, Mid-market, Enterprise
  • Integrations
    15 integrations: BrokersXpress, DAZL, DST FAN Mail, Fidelity, FOLIOfn, Interactive Brokers …
  • Free plan
    No
  • Asset class coverage
    Multi_asset

Our full Fund Manager verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Sep 2026

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