Industry Leading Features

  • Asset allocation analysis
  • Equity sector analysis
  • Equity style analysis
  • 20 years backtest
  • Yield analysis
  • Risk allocation
  • Expenses analysis
  • Correlation calculator
  • Portfolio stress test
  • Portfolio optimization
  • Upload asset history
  • PDF proposal/reports with your logo
  • Excel import/export

  • Partners integrations

  • Tablet application

  • Phone support Mon-Fri
  • Email support 7 days/week

Pricing Plans

ADVISOR

per month

$90

Single User License

Cancel any time

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FIRM

Custom

$TBD

Multi User License

Shared models

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