Pricing

The pricing consists of a one time set up fee and an annual license fee that depends upon assets under management.

Pricing guidelines

• The minimum AUM considered is $300 M.
• The licensing fee ranges from $20,000 to $50,000 per year for clients from $300 Million to $1 Billion in AUM.
• Please contact us for fees above $1B in AUM
• There is a one-time setup fee of $10,000 that includes product setup.
• The licensing fee includes unlimited seats, unlimited support calls and all future upgrades.
• iRebal is a custom shop and will work with you on any customization we may not have.
• Discounting opportunities available based on assets custodied at TD AMERITRADE. Please contact us for additional information.

iRebal pricing was revised recently, Click here to view latest price-drop press release.

Please contact us for further details