Portfolio analytics software for financial advisors with backtesting, optimization, and branded reporting.
Active plans
3
Total changes
2
Last change
Jul 28, 2026
Price trend
Changes in 12 months
2
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Pricier than 81% of Analytics tools (608 compared)
$224 per user / month
$195 per user / month (minimum 5 users)
Last 2 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 28, 2026 | Multi-advisor firms | new plan | — | $195 | — |
| Jul 28, 2026 | Solo advisor | new plan | — | $224 | — |
No confirmed competitors yet. These are Analytics products at a similar price, matched automatically — not verified alternatives.