Pricing
The Basics: Ideal for experienced investors
INCLUDES:
Markets
Global Overview
Financial News
Research
ETF Analytics:
- Fundamental & Technical
- Correlation: Market > Market1
Rankings (Top / Bottom 20)
Strategy Builder
Filters:
- Fundamental & Technical
Saved Strategies: 5
Portfolio Optimizer
Asset Allocation Models: 4
- Fama French Factor
- Arbitrage Pricing Theory
- Modern Portfolio Theory
- Equally Weighted
Monthly Optimizations: 10
Alerts
N/A
Reports
Strategy
Asset Allocation
Support
Web (Online)
Subscriptions
Number of Users: 1
Standard Pricing2
Month-to-Month: $124 / month | ||
6 Month: | $74 | Save 40% |
12 Month: | $49 | Save 60% |
Institutional Pricing3
A complete offering for many registered advisors
INCLUDES:
Markets
Global Overview
Financial News
Market Outlook
Research
ETF Analytics:
- Fundamental & Technical
- Correlation: Security > Market1
- Risk
Rankings (Top / Bottom 20)
Strategy Builder
Filters:
- Fundamental & Technical
- Risk & Sample-Statistics
Saved Strategies: 15
Portfolio Optimizer
Asset Allocation Models: 5
- Dynamic Portfolio Optimization
- Fama French Factor
- Arbitrage Pricing Theory
- Modern Portfolio Theory
- Equally Weighted
Monthly Optimizations: 50
Alerts
Risk & Risk-Reward
Fundamental & Technical
Reports
Strategy
Asset Allocation
Support
Web (Online)
Training
Subscriptions
Number of Users: 2
Standard Pricing2
Month-to-Month: $249 / month | ||
6 Month: | $149 | Save 40% |
12 Month: | $99 | Save 60% |
Institutional Pricing3
The ultimate choice for professional investors
INCLUDES:
Markets
Global Overview
Financial News
Market Outlook
Expert Opinions (coming soon)
Research
ETF Analytics:
- Fundamental & Technical
- Correlation: Security > Security1
- Risk
Rankings (Top / Bottom 20)
Strategy Builder
Filters:
- Fundamental & Technical
- Risk & Sample-Statistics
Saved Strategies: 50
Portfolio Optimizer
Asset Allocation Models: 5
- Dynamic Portfolio Optimization
- Fama French Factor
- Arbitrage Pricing Theory
- Modern Portfolio Theory
- Equally Weighted
Monthly Optimizations: 500
Alerts
Risk & Risk-Reward
Fundamental & Technical
Portfolio Risk Calculator
Reports
Strategy
Asset Allocation
Support
Web, Phone, Email
Training
Account Manager
Branding, Hosting, Licensing
Subscriptions
Number of Users: 5
Standard Pricing2
Month-to-Month: $499 / month | ||
6 Month: | $299 | Save 40% |
12 Month: | $199 | Save 60% |
Institutional Pricing3
$ | Additional fees may apply. Call for details. |
1 | Market : Market - A traditional linear correlation matrix illustrating the relationships between 8 market indexes (8 x 8). Security : Market - A progressive, non-linear correlation matrix showing the dependency 1 security to 8 market indexes (1 x 8). Security : Security - An advanced correlation showing the dynamic relationship between 2 different securities (1 x 1). |
2 | Pricing is based on third-party data, data storage and CPU usage. Pricing is subject to change. Subscriptions automatically renew until cancelled. 6 and 12 month subscriptions are prepaid in full. All pricing shown as per month cost. |
3 | Institutional pricing available. Subscriptions may be customized to include specific features, more end-users (EULA), additional saved strategies, and a higher number of portfolio optimizations. Call for details. |
The 30-day free trial provides full access to most features. Portfolio rebalancing and all alert features not included.
Trial includes three (3) portfolio optimizations.
Upon expiration of the trial period, a Standard, Premium or Professional subscription is required to maintain access to the service.
The 30-day free trial provides full access to most features. Portfolio rebalancing and all alert features not included.
Trial includes three (3) portfolio optimizations.
Upon expiration of the trial period, a Standard, Premium or Professional subscription is required to maintain access to the service.
$ | Additional fees may apply. Call for details. |
1 | Market : Market - A traditional linear correlation matrix illustrating the relationships between 8 market indexes (8 x 8). Security : Market - A progressive, non-linear correlation matrix showing the dependency 1 security to 8 market indexes (1 x 8). Security : Security - An advanced correlation showing the dynamic relationship between 2 different securities (1 x 1). |
2 | Pricing is based on third-party data, data storage and CPU usage. Pricing is subject to change. Subscriptions automatically renew until cancelled. 6 and 12 month subscriptions are prepaid in full. All pricing shown as per month cost. |
3 | Institutional pricing available. Subscriptions may be customized to include specific features, more end-users (EULA), additional saved strategies, and a higher number of portfolio optimizations. Call for details. |