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Enterprise
Best for:
Advisor Teams
Home Offices & OCIOs
Asset Management Firms
Customizations
All Tools
All Data
Firm-wide Sharing
Compliance Controls
MOST POPULAR
Professional
Best for:
Financial Advisors & Planners
Portfolio Managers
CFAs & CFPs
Customizations
All Tools
All Data
Standard
Best for:
Individual Investors
Educators
Consultants
Select Tools
Select Data
| Enterprise | Professional | Standard | |
| CUSTOMIZATIONS | |||
| Dedicated Support | |||
| Firm-branded Reports | |||
| Custom Colors & Logo | |||
| Custom Disclosures | |||
| Sharing Charts, Screens & More | |||
| Proprietary Strategy Oversight & Sharing | |||
| Managed Research Lists | |||
| Compliance Controls | |||
| Firm-wide Implementation Support | |||
| Open to Bespoke Integrations | |||
| TOOLS | |||
| Dashboard | |||
| Fundamental Charts | |||
| Custom Ratios, Spreads & Correlations | |||
| Technical Charts | |||
| Quickflows | ALL | ALL | SELECT |
| Stock Screener | |||
| Fund Screener | |||
| Model Portfolios | |||
| Custodian Integrations | |||
| Custom Portfolio Reports | |||
| Custom Securities | |||
| Email Reports | |||
| Scatter Plot | |||
| Scoring Models | |||
| Comp Tables | |||
| Timeseries Analysis | |||
| Excel Add-in | |||
| Report Builder | SELECT | ALL | |
| DATA | |||
| 20K+ Stocks | |||
| 45K+ Mutual Funds, ETFs & CEFs | |||
| 250K+ Economic Indicators | |||
| Market Indices (S&P, BBG, MSCI & more) | ALL | ALL | SELECT |
| Custom Benchmarks | |||
| 4,000+ Financial Metrics | |||
| Fwd. Estimates for Select Securities | |||
| Environmental, Social & Governance (ESG) | |||
| For stocks, funds and ETFs & portfolios | |||
| Analyst Estimates & Recommendations | |||
| Price Targets (Stocks) | |||
| Separately Managed Accounts (SMAs) | + $ | + $ | + $ |
| Sector & Industry Data | |||
| 30+ Cryptocurrencies | |||
| SUPPORT & MORE | |||
| Live News Feed | |||
| Customizable Alerts | |||
| Live Support Chat | |||
| Dedicated Support | |||
| Excel Add-in Support | |||
| Excel Model Automation |
