Simple risk-free pricing to grow your practice, not your expenses

Solo Advisors
For individual practitioners

Start Your Free Trial

 Easily create client-friendly chartbooks with market and economic insights

 Create social media charts with your own custom disclosures

White-label your chartbooks with your own logo and profile to deepen your brand

 Access clear talking points to commonly asked market questions or add your own insights

 Receive automatic chartbook updates right in your inbox – on your schedule, on any device

Advisor Teams
For RIA teams
Simple Team Pricing

Start Your Free Trial

 Empower your team with polished chartbooks of customized market and economic insights

Automatically white-label all materials with your firm’s brand

 Arm your advisors with clear talking points to frequently asked market questions or add your team’s insights

 Use our intelligent assistant to get answers quickly

 Create social media charts for your firm with custom disclosures

 Provide your advisors with updated chartbook in their inboxes – automatically

For larger wealth managers
Enterprise Pricing

Contact Us

 Empower your advisors with market insights that improve prospect and client engagement

 Simple pricing and powerful turn-key technology that scales with your needs

 White-label all materials with your firm’s branding

 Available anywhere on desktop, mobile and tablet devices

 Custom market and economic training sessions and research support available