Portfolio analytics software for financial advisors with backtesting, optimization, and branded reporting.
Active plans
3
Total changes
11
Last change
Jul 28, 2026
Price trend
Changes in 12 months
11
Cadence
Every 5 days
Direction
Plan recently removed
Category position
—
Not enough peers tracked yet
$224 per user / month
Last 11 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 28, 2026 | Statement Extraction Add-on | removed plan |
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$195 per user / month (minimum 5 users)
| $75 |
| — |
| — |
| Jul 28, 2026 | SMA Add-on | removed plan | $75 | — | — |
| Jul 28, 2026 | Multi License | removed plan | $219 | — | — |
| Jul 28, 2026 | Single License | removed plan | $219 | — | — |
| Jul 28, 2026 | Multi-advisor firms | new plan | — | $195 | — |
| Jul 28, 2026 | Solo advisor | new plan | — | $224 | — |
| Jun 5, 2026 | Statement Extraction Add-on | new plan | — | $75 | — |
| Jun 5, 2026 | SMA Add-on | new plan | — | $75 | — |
| Jun 5, 2026 | Enterprise | new plan | — | — | — |
| Jun 5, 2026 | Multi License | new plan | — | $219 | — |
| Jun 5, 2026 | Single License | new plan | — | $219 | — |
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