Portfolio Analytics

Pay as you go

Advisor license

Perfect for the solo advisor or an RIA with a small investment committee.

$120/month

Publisher license

Share models with every advisor on your team and manage custom needs for them all.

$400/month

Firm license

Expand capabilities to multiple advisors and empower everyone in your firm.

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All versions include

  • Asset allocation analysis
  • Equity sector analysis
  • Equity style analysis
  • 25 years backtest
  • Yield/income analysis
  • Risk allocation
  • Expenses analysis
  • Correlation calculator
  • Portfolio stress test
  • Portfolio optimization
  • Upload asset history
  • Upload model portfolio history
  • Branded PDF proposal/reports
  • Excel import/export
  • Partners integrations
  • SMA support (optional, $75/m)
  • Phone support Mon-Fri
  • Email support 7 days/week

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