The right price for you, whoever you are

Choose a plan that fit your needs and provide you with best suite of tools for any financial proffessional.

Solo Investor

The essentials to provide your best work for clients.

$50/month

Buy plan
  • Investment Charting
  • On-fly Model Portfolios
  • Investment search
  • Fund Families
  • Categories

Financial Advisor

Plan that gives you great flex over competition

$150/month

Buy plan
  • Manual model portfolios
  • Orion Integration
  • Mini Charts
  • Trading bot simulator
  • Indices
  • Economy Indicators
  • SMAs

Enterprise

Dedicated support and infrastructure for your company.

$300/month

Buy plan
  • Securities based lending
  • Book analysis
  • Compliance reviews
  • Realtime reporting
  • PDF Generation
  • 24/7 Support