Plans + Pricing

Monthly Annual
Basic
Interactive Stress Testing
  • Scenario Analysis
  • Custom Branding
  • Portfolio Comparison Reports
$300/mo (Per user) $250/mo (billed annually, per user)
Pro
Risk-Minded Fiduciary
  • Hedging Wizard
  • Correlation Screener
  • Portfolio Optimizer (beta)
$600/mo (includes 3 users) $200/additional user $500/mo (includes 3 users) $167/additional user (billed annually)
Elite
Risk-Minded PM
  • Options / Alternatives / SMAs
  • Custom Risk Questionnaire
  • Batch Stress Testing
$1200/mo (includes 8 users) $150/additional user $1000/mo (includes 8 users) $125/addtional user (billed annually)
Enterprise
Volume Pricing
  • Custom Proposal Generation
  • Risk Monitor
  • Super User Tool
Contact
Sales
Contact
Sales
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