Plans + Pricing

Advisor Plans
Monthly Annual
Advisor
Client-facing Advisors
  • Interactive Stress Testing
  • Digital Risk Questionnaire
  • Proposal Generation
From $300/mo From $300/mo
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Basic
Client-facing Advisors
  • Interactive Stress Testing
  • Digital Risk Questionnaire
  • Portfolio Risk Comparison
$300/mo (Per user) $250/mo (billed annually, per user)
Pro
Analysts + Portfolio Managers
  • Model Optimizer
  • Correlation Screener
  • Model Allocation Workflow
$600/mo (up to 3 users) $200/additional user $500/mo (up to 3 users) $167/additional user (billed annually)
Elite
Large Teams
  • Options / Alternatives / SMAs
  • Proposal Generation
  • Batch Stress Testing
$1200/mo (up to 8 users) $150/additional user $1000/mo (up to 8 users) $125/additional user (billed annually)
Asset Manager
Wholesalers + PM Consultants
  • Interactive Apps
  • Model Construction
  • Advisor Distribution
$4000/mo (up to 20 users) $200/additional user $4000/mo (up to 20 users) $200/additional user (billed annually)
Enterprise
Institutional Needs
  • Risk Monitor
  • Hello-to-Close™ Workflow
  • White Label
Contact Sales Contact Sales
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