Tailored Access and Solutions
From individual investors to ETF issuers, we offer a tiered suite of services designed to meet your specific needs with premium data, advanced tools, and specialized channels.
View Our PlansFind the Right Plan for You
Whether you're just getting started or building sophisticated investment models, we have a plan that fits.
Free
For general market awareness.
- Basic fund data & classifications
- ETF Dashboards
- Access to Sponsored Marketplaces
DIY
$29/mo For in-depth research and analysis.
- All premium datasets, including proprietary classifications, risk statistics, and look-through analytics
- Interactive portfolio and fund analysis tools
- Limited Excel downloads (50 rows)
Advisor Pro
$99/mo For client engagement & compliance.
- All DIY features, plus:
- Expanded Excel downloads (500 rows)
- 13F Screening database
- Enhanced reporting capabilities
Model Builder
$199/mo For advanced portfolio construction.
- All Advisor Pro features, plus:
- Full suite of model building, testing, and management tools
- Access to Private Marketplaces (invite-only)
- Unlimited Excel downloads and PDF reports
Specialized Channels & Enterprise Solutions
Powerful, dedicated solutions for RIAs, Broker/Dealers, Asset Managers, and ETF Issuers.
Private Model Marketplaces
A secure, gated environment for RIAs, Broker/Dealers, and Asset Managers to showcase, manage, and report on their proprietary investment models to their network.
ETF Issuer Channel
An enterprise-level solution for issuers, providing full platform access, internal team channels, custom reporting, and collateral design automation tools.
Home Office Support
Centralize data access, facilitate compliance with approved/select fund lists, and empower advisors with curated, firm-approved investment options and materials.
Become a Sponsor
Promote your brand, distribute thought leadership, and highlight your products to our highly targeted community of RIAs and financial advisors.
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