Simple and Transparent Pricing For Everyone

Plans for advisor practices of every stage, size and shape

Enterprise

For competitive enterprises looking for that extra edge
Everything from the Individual Plan
Flexible plan structures
Priority support
Team on-boarding webinar
Custom fund data hosting
Most Popular

Individual

$20/mo

For independent practices and small teams who want to expand
All of our standard features
Speedy portfolio and fund comparisons
Powerful fund discovery tool
Store your models, portfolios, and client info
Unlimited branded proposals