Plans designed for varied roles

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manager

Get your program in front of clients

$99

/ month

Data ManagementData SharingDocument ManagementDocument SharingStarter AnalyticsProfessional NetworkingDataMart ListingNewsfeed Posting1 Demo Account

30 Day Free Trial

ANALYST

Simplify and energize your daily research process

$199

/ month

Data ManagementDocument ManagementFull Analytics SuitePortfolio CreatorProfessional Networking

30 Day Free Trial

Investor

Expand your investment horizons

$249

/ month

All features from Analyst planData SharingDocument SharingReport Generator

30 Day Free Trial

advisor

Everything you need to deliver results to investors

$399

/ month

All features from Investor planDataMart ListingNewsfeed PostingAPI access2 Demo Accounts

30 Day Free Trial

platform

Everything plus Technical and Integration Support

$699

/ month

All features from Advisor planMulti-user loginsSupport3 Demo Accounts

30 Day Free Trial

Feature Comparison

Manager

Analyst

Investor

Consultant

Platform

Data

DataMart Access

Data Management

Document Management

Analytics

Basic Analytics

Full Analytics Suite

Portfolio Creator

Report Generator

Networking

Professional Networking

Data Sharing

Document Sharing

Visibility

DataMart Listing

News Feed Posting

Demo Accounts

1

2

3

Technical

API Access

Integration & Support

Plan Cost

$99

/ month

$199

/ month

$249

/ month

$299

/ month

$699

/ month

30 Day Free Trial

Pages

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Company

YouTube

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