Pricing
Optimize portfolio management with a plan tailored to your business.
Standard
$480
USD / month per user
Minimum of 3 users
- Up to 2 portfolios.
- Up to 100 active transactions. Ⓘ
- All VMetrix features and support. ⓘ
Includes:
Business
$1.440
USD / month per user
Minimum of 3 users
- Up to 10 portfolios.
- Up to 400 active transactions. Ⓘ
- Integrated e-signature.
- All VMetrix features and support. ⓘ
Includes:
Enterprise
$1.800
USD / month per user
Minimum of 3 users
- Unlimited portfolios.
- Unlimited active transactions.Ⓘ
- Login with Single Sign On (SSO).
- Integrated e-signature.
- All VMetrix features and support. ⓘ
Includes:
Do you need a tailor-made plan? Let's talk.
Standard
$600
USD / month per user
Minimum of 3 users
★ Save $120 user/month with annual payment
- Up to 2 portfolios.
- Up to 100 active transactions. Ⓘ
- All VMetrix features and support. ⓘ
Includes:
Business
$1.800
USD / month per user
Minimum of 3 users
★ Save $360 user/month with annual payment
- Up to 10 portfolios.
- Up to 400 active transactions. Ⓘ
- Integrated e-signature.
- All VMetrix features and support. ⓘ
Includes:
Enterprise
$2.250
USD / month per user
Minimum of 3 users
★ Save $450 user/month with annual payment
- Unlimited portfolios.
- Unlimited active transactions. Ⓘ
- Login with Single Sign On (SSO).
- Integrated e-signature.
- All VMetrix features and support. ⓘ
Includes:
Do you need a tailor-made plan? Let's talk.
All VMetrix features included,
in every plan
Our solution is the only SaaS on the market that encompasses comprehensive portfolio management for financial institutions.
Trading & Portfolio Management
Trade Bonds, Stocks, Swaps, FX Forwards, Futures, FX Spot, Repo and Cash.
Instruments, curves, and indexes modeled.
Operations simulator.
Real-time portfolio performance and attribution calculation.
Document digitalization
Workflow for contracts, validations, and confirmations.
Centralized counterparties to manage.
Payment instructions and commissions in one place.
Transaction and confirmation monitor.
Tailored accounting
Projected cash flow up to 30 days.
Comprehensive accounting of all transactions.
Account plans and accounting rules in multiple currencies.
Automatically generated reports, ready for submitting to regulatory entities.
Integrated risk management
Discount curves and Mark to Market to value your investments.
Sensitivity indicators, including Delta, Duration and Convexity.
Value at Risk to estimate losses at different confidence levels.
Specific risk limits for each portfolio.
Scalable and highly available infrastructure
Environment ready to scale the business.
24/7 access to your account, wherever you are.
99,9% uptime.
Workflow centralization of the teams that are part of the transactional lifecycle.
Advanced security
Information security analysis and monitoring (SOC).
Tracking and control of performance and uptime requirements (NOC).
Information Security certified under ISO 27001 standard.
Two-factor authentication (2FA).
Would you like to see the platform?
Watch VMetrix live
Start your SaaS journey with our specialists, uncovering all the features that will empower your portfolio management for enhanced efficiency and profitability.
Frequently Asked Questions
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VMetrix is the first Software as a Service SaaS solution that streamlines the entire transactional lifecycle of portfolio management for financial institutions, with no implementation required, fast setup and onboarding, always up-to-date and modeled markets.
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You can request a demo here, and our specialists will guide you through everything you can accomplish using VMetrix in your company.
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You can reach out to our executives here. Alternatively, you can email us at sales@vmetrix.com.
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Yes! VMetrix specialists are available 24/7 to help you with your needs. You can contact support via email at support@vmetrix.com. This service is included in the 3 plans we have available, Standard, Business and Enterprise.
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Yes! You'll be able to manage your portfolios from Front Office to Back Office and leverage all VMetrix features. This service is included in all three plans we offer: Standard, Business, and Enterprise.
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It is the minimum amount we consider necessary to have a satisfactory experience of the Front to Back management of the solution.
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You can request an upgrade of your VMetrix plan by contacting sales at sales@vmetrix.com.
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The configuration and onboarding of the platform has no additional costs. There are only additional costs in case you need integrations or additional developments specific to your company.
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VMetrix is developed for financial institutions of all sizes to optimize their portfolio management. Our solution is developed for Banks, Insurance Companies, Broker-dealers, Pension Funds and any other company in the financial sector. To learn more about the benefits of the solution by industry type you can consult our Industries page.