Plans designed for varied roles

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Free

Evaluate core features at no charge

Free

Data ManagementDocument ManagementStarter Analytics

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manager

Get your program in front of clients

$99

/ month

All features from Free planData SharingDocument SharingProfessional NetworkingDataMart ListingNewsfeed Posting

30 Day Free Trial

ANALYST

Simplify and energize your daily research process

$199

/ month

All features from Free planFull 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

consultant

Everything you need to deliver results to investors

$299

/ month

All features from Investor planDataMart ListingNewsfeed PostingAPI access

30 Day Free Trial

platform

Everything plus Technical and Integration Support

$499

/ month

All features from Consultant planSupport

30 Day Free Trial

Feature Comparison

Free

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

Technical

API Access

Integration & Support

Plan Cost

Free

$99

/ month

$199

/ month

$249

/ month

$299

/ month

$499

/ month

Get Started

30 Day Free Trial

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