Flexible pricing for investors and investment advisors

If you are an investor, choose one of the below plans. If you are a professional investment advisor, you may contact us for a custom plan.

Bronze

The essentials perfect to help you started.

$75 /year

  • Access to portfolio models
  • Personal risk assessment
  • 5 portfolio simulations
  • 100 tracked funds
Get invited

Silver

For if you want more and want to stay up to date automatically.

$150 /year

  • Access to portfolio models
  • Personal risk assessment
  • 25 portfolio simulations
  • 500 tracked funds
  • Quarterly updates
  • Rebalancing updates
Get invited

Gold

Get an hour of consultation with our team to help you get started and stay up to date automatically.

$500 /year

  • Access to portfolio models
  • Personal risk assessment
  • 50 portfolio simulations
  • 1000 tracked funds
  • Quarterly updates
  • Rebalancing updates
  • 1 hour of free personalized consulation
Get invited