ADD ON INVESTMENT TOOLS FOR ADVISORS

As a wealth manager, some additional features may help you get the most out of the system. It can also be the basis for your Hybrid RoboAdvisory solution by extending your website with self-directed investor workflows and tools, like our customizable Investment Policy Statement. Just add a Free Enterprise Consultation with your checkout. Add Ons Software for Advisors

Free Investment Portfolio Tracker
Free Portfolio Insight Tool
Free Stock Performance Analysis
Add Ons Software for Advisors
Free Portfolio Risk Analysis Tool
Free Stock Performance Analysis
Free Investment Tracking Software

ADD ONS

Free Stock Portfolio Analyzer

PRIVATE BRANDING

$1175

Match your company’s branding: Logos, colors and links throughout the system

*Requires Annual Subscription
Trading Integration

TRADING INTEGRATION

$4250

Integration with your broker for seamless operations and trading: No import/export and simplified monitoring!

*Requires Annual Subscription
Free Stock Portfolio Analyzer

MASTER JAM

$450

Take the expressway to the top of the learning curve, like a masterclass in Portfolio Construction. 

2*90 minutes training sessions
Notifications

NOTIFICATIONS

$250/Month

Investors love notifications! Help them engage and demonstrate more significant value.
*Requires Annual Subscription
Additional Users Accounts

ADDITIONAL USERS ACCOUNTS

$325/Quarter

Logins and workflows for the whole team to service customers, collaborate on portfolio construction, and create better portfolio solutions.

AS FEATURED IN

Free Stock Investment Tracker
Morningstar
Think Advisor
Free Investment Analysis Tool
Financial Advisor Magazine
Trust and Estates

All paid plans with unlimited phone and email support

Fully cancelable anytime. If canceled before the renewal date, all data is fully upgraded to enterprise versions with support for your website portfolio builder.