Can I alter my plan later?
You can switch between the Model Portfolio Toolkit and the Model Portfolio Workbench plans from within your account area. Downgrades will take effect at the end of your current billing period, which is either monthly or annually if you opted for a discounted plan.
If I start a trial, when will I be charged?
There is no charge for the duration of the trial period, in fact we do not ask for your credit card details for a trial. If you choose to proceed with a paid for subscription you will be charged when you subscribe to a plan.
Which different payment methods do you accept?
We accept most credit or debit cards. Our Model Portfolio Workbench plan can be paid for via an invoice on request.
How easy is it to cancel?
At any time, you can cancel your subscription from within your account area. Your subscription will remain active until the end of your current term (usually monthly, unless you opted for a discounted annual plan).
For the Model Portfolio Workbench plan, if you cancel within the first 30 days, you will receive a pro-rata amount at the non-discounted rate. For this, please send us an email explaining why you would like to cancel and the plan you have signed up for.