Pricing

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Prospect



Lead quizzes

Risk assessment

Second opinion

Account aggregation (includes 100 clients)*

24hr client portal

Performance reporting

 Modeling

Rebalance

Tax loss harvesting**

Stock ranking**





Engage



Lead quizzes

Risk assessment

Second opinion

Account aggregation (includes 100 clients)*

24hr client portal

Performance reporting

 Modeling

Rebalance

Tax loss harvesting**

Stock ranking**





Intelligence



Lead quizzes

Risk assessment

Second opinion

Account aggregation (includes 100 clients)*

24hr client portal

Performance reporting

 Modeling

Rebalance

Tax loss harvesting**

Stock ranking**





Perform



Lead quizzes

Risk assessment

Second opinion

Account aggregation (includes 100 clients)*

24hr client portal

Performance reporting

 Modeling

Rebalance

Tax loss harvesting**

Stock ranking**





A $500 initial setup fee is charged to establish a direct feed with your custodian.
All bundles include white-labeling and tier 1 support (live chat and direct phone support from 9-5 PST).
*Additional clients are charged at $1/client
**Upcoming features

Want a solution tailored to you?

If you need something more custom than our tiers, we’ll work with you to get you the features and flexibility you need.

Build your practice on the backs of 3 Nobel prizes — Prospect Theory, MPT, and GARCH. 

See what GARCH can do for you.
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See what GARCH can do for you.
Build your practice on the backs of 3 Nobel prizes — Prospect Theory, MPT, and GARCH.