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Understand prospects and risk
$84per advisor / month
$1,000 Billed yearly
$100per advisor / month
$129 Billed quarterly.
$129per advisor / month
Schedule a Demo


Access to the full analytics suite for your firm.
$250per advisor / month
$3,000 Billed yearly.
$267per advisor / month
Only yearly plan is available.
$299per advisor / month
Schedule a Demo

Full Features

Prospect Risk Management    
Prospect Risk Tolerance    
Portfolio RIsk Assessment    
Lead Generation Questionnaire    
Model Portfolio Integration    
White Labeled Communication    
Compliance Notes and Surveillance    
Portfolio Risk Analytics    
Client Asset Sync    
Aggregate Household Risk Assessment    
Incorporate Held Away Accounts    
Practice Management    
Personal Proposal Generation    
Support and Training    
Investment Policy Statement    
Task Management Tools (alerts)    
Risk Time Series    
Advanced Customization    
Widgetized Dashboard    
Single Sign On    
Dedicated Account Manager    
Product Enhancements    
One Complimentary Analyst Licence    
 and more