Two plans built for RIA firms. Both include a 30-day free trial.
Complete risk management platform for RIA firms managing $250M – $2.5B in client assets.
Enterprise platform for large RIAs, family offices, and institutional investors.
Need just one tool? Individual products available separately.
Single portfolio
A-rated lists, monthly
Per-stock analysis
Portfolio-wide risk scoring
Yes. All plans include a 30-day professional trial. Full access to evaluate our platform before committing.
Yes. You can change plans at any time. Changes take effect at your next billing cycle.
Every ERS rating is date-stamped and independently generated, creating a historical record of risk assessments. This gives your firm documented, third-party evidence of the analysis behind each position — 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. Full access to evaluate our platform.