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Pricing

The investment.

Each Swick engagement has a once-off setup fee and a monthly fee, sized to the managers, funds and business units you cover. Book a demo and we will share pricing for your portfolio.

  • Boutique

    A handful of managers and funds.

    Pricing on request

    Setup, once, and a monthly fee

    Request pricing
  • Scale

    A growing book, with many managers and funds.

    Pricing on request

    Setup, once, and a monthly fee

    Request pricing
  • Enterprise

    Several business units.

    Scoped

    Scoped setup and monthly fee

    Request pricing

Every engagement

Included in every tier.

  • The review harness

    Independent AI auditors read every number, and every total is checked against its line items.

  • Your own workbooks

    Completed in the workbooks and quarterly report your team already uses.

  • Audit trail

    Each number linked to its page. Each decision logged.

  • Inside your ecosystem

    Set up where your documents already live.

  • Your data

    Never used to train a model.

  • Live in 6 weeks

    Discovery, integration, deploy and testing, then training and go live for your next quarter.

FAQ

Pricing questions.

Each tier has a once-off setup fee and a monthly fee. Enterprise is scoped to your business units.

Boutique suits a handful of managers and funds. Scale suits a growing book with many managers and funds. Enterprise suits groups with several business units.

Discovery of your documents, workbooks and checks, integration inside your ecosystem, deployment and testing on your live documents, and training for your team, so you go live for your next quarter.

Pricing depends on the managers, funds and business units in scope. Book a demo and we will share pricing for your portfolio.

Live demo

Request pricing for your portfolio.

A live walkthrough of a quarter close in Swick, from documents arriving to a completed workbook.