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Transparent Pricing for Every Institution
From individual analysts to large endowments, choose the plan that fits your investment office. Start free and scale as your needs grow.
Monthly
Annual
Free
Explore EndowCast™ with single-portfolio simulations.
Free
Single portfolio simulation
Standard asset class library
Tail risk analysis (CVaR)
On-screen results
Community support
10 simulations per month
Analyst
For individual investment professionals. Run single-portfolio simulations with advanced risk analytics and custom stress testing.
$299
/month
Single portfolio simulation
Advanced risk analytics (CVaR, drawdown)
Multi-period rebalancing
Custom stress scenarios (manual)
Standard asset class library
Email support
50 simulations per month
Foundation
For investment offices managing endowments and foundations. Full platform access including multi-portfolio comparison, stress testing, and report generation.
$449
/month
Multi-portfolio comparison (up to 3)
Custom expected returns & volatility
Custom correlation matrices
Preconfigured historical scenarios (10)
PDF & PowerPoint report export
Shareable report links (30-day)
Cash flow modeling
Priority email support
250 simulations per month (pooled)
Foundation Pro
For large institutions requiring advanced customization, extended sharing, and white-label reporting.
Contact Sales
Everything in Foundation
Shareable report links (90-day + custom expiry)
White-label branding
Unlimited simulation history
4-hour response time SLA
500 simulations per month (pooled)
Detailed Feature Comparison
| Feature | Free | Analyst | Foundation | Foundation Pro |
|---|---|---|---|---|
| Simulation Capacity | ||||
| Monthly simulations * | 10 | 50 | 250 (pooled) | 500 (pooled) |
| Simulation history retention | 30 days | 90 days | 1 year | Unlimited |
| Portfolio Analysis | ||||
| 1,000,000-path Monte Carlo simulation engine | ||||
| Single portfolio simulation | ||||
| Multi-portfolio comparison (up to 3) | — | — | ||
| Standard asset class library | ||||
| Custom expected returns & volatility | — | — | ||
| Custom correlation matrices | — | — | ||
| Tail risk analysis (CVaR) | ||||
| Multi-period rebalancing | — | |||
| Cash flow modeling | — | — | ||
| Stress Testing | ||||
| Custom stress scenarios (manual) | — | |||
| Preconfigured historical scenarios (10) | — | — | ||
| Reporting & Export | ||||
| On-screen results | ||||
| PDF report export | — | — | ||
| PowerPoint export | — | — | ||
| Shareable report links (30-day) | — | — | ||
| Shareable report links (90-day + custom expiry) | — | — | — | |
| White-label branding | — | — | — | |
| Collaboration | ||||
| Per-license pricing | — | |||
| Shared organization workspace | — | — | ||
| Support | ||||
| Support channel | Community | Priority Email | Priority Email | |
| Response time SLA | — | 48 hours | 24 hours | 4 hours |
Frequently Asked Questions
Can I switch plans at any time?
Yes. You can upgrade, downgrade, or cancel your subscription at any time from your account settings. Changes take effect at the start of your next billing cycle. When upgrading mid-cycle, you'll receive pro-rated credit.
What happens if I exceed my simulation limit?
If you reach your monthly simulation limit, you can either wait until the next billing cycle or upgrade to a higher plan immediately. We'll notify you when you reach 80% and 100% of your monthly allocation.
Do you offer discounts for nonprofits and educational institutions?
Yes. We offer special pricing for 501(c)(3) organizations, educational endowments, and academic researchers. Contact sales@endowcast.com with your institution details to discuss eligibility and discount rates.
Is there a long-term contract required?
No. All plans are available on a month-to-month basis with no long-term commitment. Annual billing offers 15% savings but is not required. You can cancel anytime without penalty.
How does the 14-day trial work?
Foundation and Foundation Pro plans include a 14-day trial with full feature access. No billing information required to begin. Analyst plan is available immediately upon sign-up.
Can I add more user licenses to my plan?
All paid plans are sold on a per-license basis. Add as many licenses as your team needs at the same per-user rate.
What payment methods do you accept?
We accept all major credit cards (Visa, MasterCard, American Express, Discover), ACH bank transfers, and wire transfers for annual subscriptions. For Enterprise accounts, we can accommodate purchase orders and invoicing.
Is my data secure and private?
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Each organization has isolated data storage. We never share your portfolio data or simulation results with third parties. See our Privacy Policy for complete details.
What's included in the OCIO Partner Program?
The OCIO Partner Program is designed for investment consulting firms and outsourced CIOs managing multiple client endowments. It includes wholesale licensing, client-branded shared reports, and volume pricing. Contact sales@endowcast.com to learn more.
What's the difference between custom and preconfigured stress tests?
Analyst tier users can define their own stress scenarios by manually specifying shocks to any asset class (e.g., a 40% equity drawdown with a 200bps rate spike). Foundation and above additionally unlocks 10 preconfigured historical scenarios — GFC, Dot-Com, COVID-19, Black Monday, and others — which are pre-populated with the actual market shocks from each event, calibrated to your asset class exposures.
What's the difference between single and multi-portfolio simulation?
Single-portfolio simulation (Free and Analyst tiers) runs a Monte Carlo analysis on one portfolio at a time. Multi-portfolio simulation (Foundation and above) lets you run and compare up to three portfolios simultaneously — ideal for stress-testing allocation scenarios, comparing rebalancing strategies, or benchmarking against a policy portfolio.
EndowCast™
Know a foundation that would benefit from EndowCast? Learn about our Referral Partner Program.