🎉 Beta Feature: Portfolio plans are a beta feature available to subscribers. See our 'Beta Features' article to learn how to turn beta features on & off.

If you have any feedback on this beta feature, please reach out to support@fathomhq.com.

Change a company's plan type

The plan type of a company determines the features that can be accessed for that company. You can have some companies on a Fathom Pro plan (access to all features) and some companies on a Portfolio plan (access to portfolio-level features).

When importing a company, you choose its plan type. The plan type for a company can be changed at any time after import. Admin-level and Advisor/Editor-level users can change a company’s plan type.

You can learn more about the plan types and features from our 'Fathom Pro v Portfolio' article.

Upgrade to Fathom Pro

To upgrade a company from Portfolio to Fathom Pro:

On the My Companies page, hover over the company
Select Upgrade

Upgrading a company to Fathom Pro may or may not impact your Fathom subscription, depending on your plan(s), tier-level(s), and the number of Fathom Pro companies in your Fathom organisation.

Move a company to Portfolio

❗ Notice: When moving a company from Fathom Pro to Portfolio, you will lose:

Headings & subheadings in the Chart of Accounts
Custom KPIs, targets, and alerts
Pro reports, custom templates, and report schedules
All forecast data
Financial data prior to the most recent 36 months
Divisional data, if imported
Budget data, if imported

To downgrade a company from Fathom Pro to Portfolio:

Before moving to Portfolio, we recommend downloading the following for your records:
1. The Financial results (in the Fathom Excel import format) Excel report
2. If you have a budget, the Budget (in the Fathom Excel import format) Excel report
3. If you have imported non-financial data, the Non-financial KPI Results (in the Fathom Excel import format) Excel report
  
  📝 Note: If you have imported non-financial data via Google Sheets, then you can simply retain that Google Sheets file
4. If you created a forecast, the Forecast Value Audit Report
5. PDFs of the company’s Pro reports
On the My Companies page, click the Three dots icon for the company
Select Move to Portfolio Plan

Moving a company to Portfolio may or may not impact your Fathom subscription, depending on your plan(s), tier-level(s), and the number of Fathom Pro companies in your Fathom organisation.

Learn more