Explore your Investing Options

This is a software only subscription that does not require any fee sharing or AUM

Original price was: $800.00.Current price is: $525.00. / month

Note that Enterprise customers include 1 trading integration free. Enterprise clients and Portfolio Manager licensees

$4,250.00

Some of the deepest custom branding in the whole investment management industry: Customize the color

$100.00 / month and a $495.00 sign-up fee

Investors Love Notifications!

Engage your investors with timely, relevant

$250.00 / month

help your investors get a complete understanding of their portfolio and accounts by adding a

$400.00 / month

This is a recommended add-on and it consists of three separate 75 minute sessions

$450.00

Deeply customizable & brandable Investment Policy Statement (IPS) to your website, you can help prospects

$1,250.00 / month and a $2,250.00 sign-up fee

Add Additional User Accounts
Bring your full team into the investor

$330.00 every 3 months

Core Portfolio Optimization Platform (2)