Individual Investor

Free 30 Days

• Single user access
• Manage Upto Three Portfolios
• Accurately Track Security Cost Basis
• Comprehensive Reporting and Graphing Tools
• Tools for analyzing asset allocation & rebalancing of portfolio

Choose the term thats right for you

** No credit card required.

Family Offices / UHNWI

Free 30 Days

• Upto 3 user access
• Dedicated Account Manager
• Manage Multiple Portfolios
• Accurately Track Security Cost Basis
• Comprehensive Reporting and Graphing Tools
• Tools for analyzing asset allocation & rebalancing of portfolio
• Custom Model Portfolios
• Blended Benchmark Portfolios by Percentages

Choose the term thats right for you

** No credit card required.

WEALTH MANAGERS / CORPORATE / FIs

Free 30 Days

• Multiple user access
• Dedicated Account Manager
• Manage Multiple Portfolios
• Multiple clients on boarding
• RM/CSM/Client workflows
• Accurately Track Security Cost Basis
• Comprehensive Reporting and Graphing Tools
• Tools for analyzing asset allocation & rebalancing of portfolio
• Custom Model Portfolios
• Blended Benchmark Portfolios by Percentages
• Target Allocations on Individual Asset Level

Choose the term thats right for you

** No credit card required.