Pricing | CS Lucas

Pricing

Essential Plan
Features

2 users
3 counterparties
2 facilities
2 bank accounts
5 currencies
2 financial instruments
10 open transactions
5 forecast lines
1 default time bucket
2 Attribute fields
1 GB free storage

Professional Plan
Features

2 users
5 counterparties
5 facilities
10 bank accounts
10 currencies
4 financial instruments
40 open transactions
15 forecast lines
3 time bucket
5 Attribute fields
2 GB free storage/user
2 users
1 custom alerts
1 system integration ^

Business Plan
Features

20 users (5 users+)
10 accounting centres
15 facilities
100 open transactions
Unlimited forecast lines
5 time bucket
10 Attribute fields
2 GB free storage/user
5 custom alerts
2 system integration ^ *
Custom dashboards (10 users+)
1 MB file attachment per trade
10 scheduled reports
Team Room
Alternative GAAP
Exc rate price feeds

Enterprise Plan
Features

Unlimited users
Unlimited accounting centres
Unlimited counterparties
Unlimited facilities
Unlimited bank accounts
Unlimited currencies
All financial instruments
Unlimited open transactions
Unlimited forecast lines
Unlimited time bucket
Unlimited Attribute fields
5 GB free storage/user
Unlimited Alerts
5 system integration ^ *
Dashboards Designer (5 users+)
Unlimited Scheduled Reporting
Team Room
Alternative GAAP
Exc rate price feeds
SFTP staging servers
Integration – ERP, Bloomberg, ICD
Payment Gateway
UAT environment (10 users+)

+ minimum number of users required to activate.

^ Accounting Systems, Price Feeds, Transactions Portal, Banks

Support

Free access to standard courses
Online support
Response: Within 48 business hours

Support

Free access to standard courses
Online support
Response: Within 24 business hours

Support

Free access to standard courses
Online and phone support
Response: Within 12 business hours
24/7 Operational Alert
Implementation support*

Support

Free access to standard courses
Online and phone support
Response: Within 2 hours (24/7)
24/7 Operational Alert
Implementation support *
Bespoke training *

* service fees may apply.

Need an unlimited user plan?

More information

Contact our advisor Jenna at jenna@cslucas.com for general help.