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Enterprise
Best for:
Broker-Dealers, OSJs
Advisor Networks
Model Portfolio Distribution
Compliance Oversight
Support & Lead Advisor Teams
All “Professional” Tier Features
Firm-wide Sharing
Compliance Controls
Position Proprietary Models
MOST POPULAR
Professional
Best for:
Portfolio Construction
Research & Analysis
Proposal Generation
Market Monitoring & Sharing
Tailored Sales Collateral
Customizations
All Tools
All Data
Firm-wide Sharing
NEW Proposals & Talking Points
Presenter
Best for:
Proposal Generation
Scalable AUM Growth
Meeting Prep
Market Monitoring
Relationship Management
Customizations
Select Tools
Basic Equity, Fund, Index Data
Receive Shared Items
Analyst
Best for:
Research & Analysis
Market Monitoring
Evaluating Securities
Idea Generation
Individual Investors
Screeners & Tables
Dashboard, Watchlist, & Alerts
Charting
Most Data
| Enterprise | Professional | Presenter | Analyst | |
| CUSTOMIZATIONS | ||||
| Firm-branded Reports | ||||
| Custom Colors & Logo | ||||
| Custom Disclosures | ||||
| Custodian Integrations | ||||
| Sharing Charts, Screens & More | ||||
| Proprietary Strategy Oversight & Sharing | ||||
| Managed Research Lists | ||||
| Compliance Controls | ||||
| Firm-wide Implementation Support | ||||
| Open to Bespoke Integrations | ||||
| TOOLS | ||||
| Portfolios | ||||
| Dynamic Model Portfolios | View Only | |||
| Portfolio Optimizer | ||||
| Report Builder | View Only | |||
| Proposals | View Only | |||
| Talking Points | View Only | |||
| Charting | View Only | |||
| Scenarios | View Only | |||
| Scatter Plot | View Only | |||
| Screeners | ||||
| Tables | ||||
| Scoring Models | ||||
| Excel Add-in | + $ | |||
| Dashboard | View Only | |||
| Watchlists | View Only | |||
| Alerts | ||||
| Live News Feed | ||||
| Quickflows | ||||
| Email Reports | View Only | |||
| Custom Securities | View Only | |||
| DATA | ||||
| Stocks | ||||
| Y-Ratings | ||||
| Analyst Estimates | ||||
| ETFs & CEFs | ||||
| Quote Pages + Performance and News Tabs | ||||
| Mutual Funds | + $ | |||
| Quote Pages + Performance and News Tabs | + $ | |||
| Indices | ||||
| Quote Pages | ||||
| 4,000+ Financial Metrics | ||||
| Economic Data | ||||
| Sector & Industry Data | ||||
| Environmental, Social & Governance (ESG) | ||||
| Separately Managed Accounts (SMAs) | + $ | + $ | + $ | + $ |
| Custom Benchmarks | View Only | |||
| SUPPORT | ||||
| Live Support Chat | ||||
| Dedicated Support | ||||
| Excel Add-in Support & Model Automation | + $ |
