Simple and transparent pricing

Plans for advisor practices of every stage, size and shape


$45 per month $40 per month

For independent practices and small teams who want to expand

  • All of our standard features
  • Unlimited clients and models
  • Fund comparison tool included
Start your 14-day trial Start your 14-day trial
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$375 per month $325 per month

For growing, mid-sized practices who want to better compete with big firms

  • Everything from the Individual Plan
  • 10 advisor licenses
  • Team on-boarding webinar
  • Add as many advisors as you need for $35$30 each per month
Start your 30-day trial Start your 30-day trial


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For competitive enterprises looking to stand out among their large competitors

  • Everything from the Teams Plan
  • Competitive analytics
  • Priority support
  • Flexible plan structures
  • Custom fund data hosting
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Correlate Standard Features

The fastest comparisons ever

Instantly compare client portfolios to your models. The math is done live.

Thomson Reuters data

Commercial grade data from the best in the business.

Unlimited proposals

Grow your business as big as you’d like, we won’t hold you back

Easy on-boarding

Follow the prompts on your screen to learn how to use Correlate.

Live chat support

Talk to us live with any questions. Monday to Friday 8-5 EST.