Choose the plan that fits your practice. All plans include our validated risk ratings and fiduciary documentation tools.
Essential risk ratings and model portfolios for independent financial advisors.
Complete risk management platform for growing RIA practices.
Enterprise platform for large RIAs, family offices, and institutional investors.
Need just one tool? Individual products available separately.
Single portfolio (Resilient Value, Income, or Small-Cap)
One-time portfolio analysis report
Per-stock monitoring with alerts
Curated A-rated stock lists, updated monthly
Yes. All plans include a 30-day professional trial. No credit card required. Full access to evaluate our platform before committing.
Yes. You can change plans at any time. Changes take effect at your next billing cycle.
Each rating includes timestamped documentation of the analysis, rationale, and methodology—suitable for SEC examination and client disclosure.
Yes. Annual billing includes a 15% discount. Contact us for annual pricing.
Professional and Institutional plans include multi-user access. Contact us for team pricing.
Start your 30-day professional trial. No credit card required. Full access to evaluate our platform.