Pricing guide

UPMONTH is free to use for as long as you'd like.

Member

FREE

 

  • check_circle Unlimited access to shared research
  • check_circle Upload 10 of your own documents each month
  • check_circle Easy drag-and-drop uploads
  • check_circle Assisted document tagging
  • check_circle Fully indexed PDFs, MS Office files & more
  • check_circle Quickly find anything from the past 200 days
  • check_circle Share documents securely with AES 256-bit encryption

Premium

$15

per user per month

  • check_circle Everything you get with the Member plan plus...
  • check_circle Unlimited document storage and sharing
  • check_circle Forward attachments to your library
  • check_circle Unlimited custom tagging
  • check_circle Quickly find anything from the past 400 days
  • check_circle Custom teams and corporate divisions setup
  • check_circle Create up to 3 rules for custom notifications
  • check_circle Up to 10 portfolios and custom dashboards
  • check_circle Unlimited distribution lists for easy sharing
  • check_circle Track up to 50 of your own investment funds
  • check_circle Access 50 days of team logs and history

AI+

 

 

  • check_circle Everything you get with the Premium plan plus...
  • check_circle Unconstrained search – find everything
  • check_circle Store and search emails and attachments
  • check_circle Build your own knowledge with unlimited Live Memos
  • check_circle Unlimited contributors to your company library
  • check_circle Unlimited rules for custom notifications
  • check_circle Fully granular document permissions
  • check_circle Full audit logs of team and document activity
  • check_circle Track your entire fund universe
  • check_circle Unlimited portfolios and dashboards

Document storage and sharing that understands how you work

Contact us to arrange a live demo.