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
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
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