Pricing
A$50 per user per month.
Everything included.
One plan for your whole household. Pay annually and get two months free.
Wealth MS
A$41.67 per user per month
A$500 per user, billed yearly
A$50 per user per month
Billed monthly
Every statement and notice your funds send is processed and added to your portfolio. No setup fees and no per-document charges.
Create your accountPrices are in Australian dollars and exclude GST. Read our terms of service and privacy policy.
What's included
- Unlimited funds and holdings
- A private email address for each fund
- On the web and on your phone, in light or dark
- Uncertain figures held for you to confirm
- A note from us when a fund sends something new
- Original documents kept, filed by fund and type
- IRR, TVPI, DPI and RVPI, and time-weighted returns
- Capital calls with their due dates
- Everyone in your household as a user, priced per user
Questions
Users and billing.
- Who counts as a user?
- Anyone in your household who signs in to Wealth MS. Each user is A$50 a month, or A$500 a year.
- Can a fund send its data directly?
- Yes, if the fund can. We build API integrations on request as we partner with more funds. To ask about one of your funds, write to hello@wealthms.com.au.
- Monthly or annual?
- Either. Paying annually is A$500 per user a year, two months free compared with paying monthly.
- Can I cancel at any time?
- Yes. Billing is monthly, and you can cancel whenever you like from Settings.
- Is Wealth MS financial advice?
- No. Wealth MS shows information from your funds. It doesn't give financial, tax or investment advice, and it can't move money or place orders.