The research layer for your advisory practice.
Unlimited reports, multi-client workspace, white-label export, and team seats. The research layer for your advisory practice.
What is included
- Unlimited reports across your entire coverage universe
- White-label export: reports carry your firm's name and branding, ready for client delivery
- Multi-client workspace: separate portfolios, watchlists, and report histories per client
- Up to 5 team seats included, with individual access controls
- API access (coming Q3 2026) for integration with your practice management software
- Dedicated support line for advisor-tier subscribers
- Compliance-ready export: every figure is sourced so you can defend any number in your reports
14-day free trial. No setup fee. Annual plan saves 33% vs monthly.
From users on this plan
“We use it before every client review meeting. The advisor export is clean enough to hand directly to a client. Cut my prep time by more than half and removed the hours my team spent cross-referencing sources.”
“The screen-to-report workflow is fast enough that we now do pre-meeting research on positions we would have skipped before. Broader coverage with less analyst time.”
“The screener found three names in our coverage universe that my manual process was missing. One of them became a meaningful allocation. The tool pays for itself.”
Ready to start your 14-day trial?
No credit card required for the Free plan.
For informational purposes only. Not financial advice.