Pricing as low as $10
Incremental Discount Pricing
No System Implementation Required
“Download and Use” App model vs. Traditional System Implementation Process
Competitive Pricing
Subscription based on number of funds
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FAQs
Commonly asked questions regarding the product, free trials, pricing, and security.
autoPI is a fully automatic performance reporting and insight platform, from data loading to report generation, from data visualization to report generation.
- automatic data update from data source every hour
- automatic data integration into the data model
- automatic refresh of visuals, data summaries, and matrix tables
- automatic report distribution to all users
- automatic user interaction and live calculation on the cloud
autoPI is designed and built by performance reporting specialists who understand your workflow and needs. autoPI covers all the most common visual types to facilitate BAUs and a pre-built infrastructure. Further customization such as including company logo, changing UI color theme, new calculation formula, new visuals, and report can also be made by request.
autoPI is a cloud-based application built on Microsoft PowerBI and Microsoft Azure. autoPI is accessible to users anywhere anytime across all major devices.
autoPI is built with Microsoft PowerBI, and therefore fully integrated with Office 365 applications such as Excel, Word, PowerPoint, SharePoint, Teams, and Outlook. All visuals and reports can be downloaded, copy and paste, publish and share among these applications.
autoPI is built on Microsoft PowerBI benefiting from its multilayer and end-to-end security measures, you can read more in here.
Auto PI is designed to conduct performance reporting for hundreds of thousands of funds. Some of our clients are global giants running on a few thousand funds over multiple country offices on a global basis.
We offer a 30-day free trial for new clients. You can load real performance data of your funds into autoPI. All application features will be enabled to provide a “auto and total performance insights” experience.
Our pricing plan is based on the number of funds loaded into autoPI at each quarter end. The charge per fund diminished on a scale, meaning the more fund loaded, the more cost-effective it is. You can see more on our pricing page.
A 30-day notice is required to unsubscribe from autoPI service.
Unlike traditional performance system that requires a rigid setup or maintenance, autoPI is a pre-built application that works just like mobile apps with zero setup fee.
You can contact us for technical support on the contact page.
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Try using autoPI yourself, pre-loaded with your real fund data.
We know how you work, what you need and how we can help.
