Pricing · Vestoris

Pricing plans are tailored to your firm

Call sales at 1-800-360-3718 to talk through your team, your accounts and the plan that fits. Or ask a sales representative to contact you.

What each plan includes

Every plan is quoted for your firm. Sales will walk you through the options.

Team

Emerging managers and family offices

Up to 10 users
Up to 25 accounts
Portfolio Center, orders, compliance and entitlements
AI copilot with a monthly allowance
Email support

Ask sales about Team

Professional

RIAs and multi-strategy teams

Up to 50 users
Up to 250 accounts
Everything in Team
Surveillance and periodic reports
Access reviews
Priority support

Ask sales about Professional

Enterprise

Larger firms and platforms

Unlimited users and accounts
Everything in Professional
Custom rule types and data feeds
Retention and security reviews
Named success manager

Ask sales about Enterprise

All plans are paper trading in this version: simulated orders and fills, no broker connectivity.

Questions

Is the demo really free, with no sign-up?

Yes. One click opens a private sandbox firm with sample data. It is deleted automatically after 24 hours without use.

Does Vestoris connect to my broker or custodian?

Not in this version. Vestoris is for paper trading: orders and fills are simulated. Broker connectivity (FIX), custodian feeds and settlement are on the roadmap.

How much does Vestoris cost?

Pricing plans are tailored to your firm. Call sales at 1-800-360-3718, or ask a sales representative to contact you.

Where do market prices in Vestoris come from?

From a built-in, deterministic simulator, clearly labelled, or from end-of-day prices you upload as CSV. A delayed market-data provider can be added.

Is Vestoris an investment adviser?

No. Vestoris is software. It is not a broker-dealer or investment adviser and does not provide investment advice.

Can we switch the AI off?

Yes, per firm. Every feature then works deterministically.