Plans + Pricing

Basic
Client-facing Advisors
  • Interactive Stress Testing
  • Digital Risk Questionnaire
  • Risk Profile Comparison
$300/mo (Per user) $250/mo (billed annually, per user)
Pro
Analysts + Portfolio Managers
  • Portfolio Optimizer
  • Correlation Screener
  • CashFlow Analysis (Beta)
$600/mo (up to 3 users) $200/additional user $500/mo (up to 3 users) $167/additional user (billed annually)
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