PW indices performances PW Indices from 31.12.2023 to 31.10.2024
  • CHF - Low risk : 3.70%
  • CHF - Mid risk : 5.71%
  • CHF - High risk : 8.21%
  • EUR - Low risk : 4.64%
  • EUR - Mid risk : 6.50%
  • EUR - High risk : 7.70%
  • USD - Low risk : 5.41%
  • USD - Mid risk : 6.77%
  • USD - High risk : 8.48%
  • GBP - Low risk : 4.07%
  • GBP - Mid risk : 6.18%
  • GBP - High risk : 4.16%

Pricing

Prices are expressed in CHF excluding taxes.

Annual fees
Licenses
price per user
Basic free
Perfometer 120.-
Relationship manager 480.-
Portfolio manager 720.-
SuperVision 1'200.-
Administrator 2'400.-
Maintenance
Portfolios 2.-
Funds 24.-
Indexes free
Alerts
price per portfolio
Alerts types 1 - 50 51 - 500 501 and over
Weather 7.00 6.16 5.04
Relative 5.00 4.40 3.60
Flow 3.00 2.64 2.16
Extreme value 7.00 6.16 5.04
Absolute 3.00 2.64 2.16
Data quality 1.00 0.88 0.72
Certifications
Member 1'200.-
Expert 2'400.-
Ambassador 3'600.-
Options
"Simulation" package 4'800.-
Composite indices (Fundo) 1'560.-
Recurring reports 2'400.-
Performances file 1'200.-
Customization
Website 600.-
Report 600.-
Other fees
Setup
Portfolios / funds / indexes Single price 10.- (per portfolio / fund / index) with a minimum of 500.-
Certifications > Member 1'000.- unit price
Certifications > Expert 2'000.- unit price
Certifications > Ambassador 3'000.- unit price
"Simulation" package 250.- unit price
Composite indices (Fundo) 2'500.- unit price
Recurring reports 500.- unit price
Performances file 250.- unit price
White labeled website 2'000.- unit price
Customized report 500.- unit price
Services
Consulting 400.- /hour
IT (support, dev, ...) 250.- /hour