Plans designed for varied roles

No hidden fees. Cancel anytime.
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Free

Evaluate core features at no charge

Free

Data ManagementDocument ManagementStarter Analytics

manager

Get your program in front of clients 

$99

 / month

All features from Free planData SharingDocument SharingProfessional NetworkingDataMart ListingNewsfeed Posting

ANALYST

Simplify and energize your daily research process
$199

 / month

All features from Free planFull 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 access
Feature Comparison

Free

Manager

Analyst

Investor

Consultant

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
Plan Cost

Free

$99

 / month

$199

 / month

$249

 / month

$299

 / month