Vault subscription options

Select the modules best suited to your desired benefits and problem solving.


Database managed to zero bounce on a daily basis, in-depth profiles, GDPR compliant.

Register for alerts link for your website.

Automatic branded stock exchange announcement alerts.

Monthly: £ 320.00

* Core is a required module

Communicate tools

Beneficial register uploaded monthly

All individual fund managers allocated to all beneficial holdings - added to your group.

Universe of buy and sell-side in your sector - added to your group.

Meetings easily logged and notes added. Reports and statistics on meetings held.

Peer analysis - fund managers can be added to your group.

Dashboard with PDF download

Monthly: £ 165.00


Notify your database of updated calendar items with a single click.

Upload and issue alerts for reports, webcasts and online reports in a few seconds.

Create engaging, responsive communications in a few minutes at no extra cost. Link in your choice of downloads, with one click.

Cut out admin: Vault seamlessly manages invitation sends, reminders and RSVP’s. All events RSVP’d to stored in member’s profile view for your review.

XML website feeds for Calendar and Documents are an option, pricing is based on complexity required.

Monthly: £ 215.00

It would great to get together to understand your opportunities and problems.

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