Simple and Transparent Pricing For Everyone

Plans for advisor practices of every stage, size and shape



For independent practices and small teams who want to expand
Speedy portfolio and fund comparisons
Powerful fund discovery tool
Store your models, portfolios, and client info
Unlimited standard brand proposals
Most Popular



For advisors with extra data requirements and who want more customization
Everything from the Essential Plan
North American equity data stream
Alternative funds data stream
Priority support
Customizable branded proposals
Integrated investor questionnaires



For competitive enterprises looking for that extra edge
Everything from the Pro Plan
Flexible plan structures
Team on-boarding webinar and training sessions
SLA Support
Custom fund data hosting
Customized investor questionnaires
Complete customizable proposals