The perfect plan for you

Plan for practices of every stage, size, and shape.

Wealth Firm & Asset Manager

Starts at

Solution based

Per user/month

Personal Pro, plus:

  • Onboarding packages with your own marketing materials
  • Investor questionnaires & KYC
  • White-labeled client proposal templates
  • Multiple user training options
  • SLA-backed support with Service Credits
  • Advanced analytics
  • Admin Console access
  • Proposal disclaimers
  • Proposal templates
  • Capintel Link

Flexible plan structure, with options for:

  • Data streams for ESG and global mutual funds
  • Fund data hosting
  • Private fund data hosting (quoted separately)
  • Client Focused Reforms Compliance Package
  • Two-way Salesforce integration

Personal Pro

Starts at

$75

Per user/month

Individual with increased limits, plus:

  • Data streams for: North American equities, ETFs (Canada and U.S.), Alternative funds, and Benchmarks
  • Advanced live calculations
  • Integrated investor questionnaires
  • KYC Information integrated in client Risk Profile
  • Unlimited proposals with customizable header
  • Unlimited storage for model portfolios
  • Unlimited storage for contacts
  • In-app Live Chat support

Individual

Starts at

Free

Per user/month

  • Data stream for Canadian mutual funds
  • Portfolio and fund comparisons
  • Fund discovery tool
  • Up to 5 standard brand proposals per month
  • Store up to 10 model portfolios
  • Store up to 20 contacts
Powering over 12,000 financial advisors and 800 wholesalers
PPIBMO InsuranceIG Wealth ManagementBMO Global Asset ManagementMD Private Investment CounselQuadrus Investment ServicesThe Pacific Financial GroupGryphin Advantage