Plans designed for varied roles

No hidden fees. Cancel anytime.
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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

ANALYST

Simplify and energize your daily research process
$199

 / month

Data ManagementDocument ManagementFull Analytics SuitePortfolio CreatorProfessional Networking

Investor

Expand your investment horizons 

$249

 / month

All features from Analyst planData SharingDocument SharingReport Generator

consultant

Everything you need to deliver results to investors 

$299

 / month

All features from Investor planDataMart ListingNewsfeed PostingAPI access2 Demo Accounts

platform

Everything plus Technical and Integration Support

$499

 / month

All features from Consultant planMulti-user loginsSupport3 Demo Accounts
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

$499

 / month