Flexible pricing for every stage
Choose a plan that fits your requirements — no hidden fees.
Premium
Core AI workflows and agents
Portfolio construction/rebalancing
Portfolio performance & attribution
Portfolio optimization (60+ solutions)
All asset classes
Risk management
Tax optimization
Simulation & MonteCarlo
Core AI workflows
Essential AI agents
Frontier AI models
Advanced analytics
Compliance
Priority support
Pro
Advanced AI agents and autonomy
All Premium features
All dashboards
Custom portfolio & direct-indexing
Private equity/markets
Stress testing & What-if
Trading integration
Trading strategies & backtesting
Alpha & signal fusion
Auto screening
Comprehensive AI workflows
Autonomous AI agents
All connectors/integration
Dedicated support
Institutional
Embedded & custom
Everything in Pro
Credit intelligence
Deal flow
Venture capital
Trading order management
IBOR, settlement & reconciliaton
Client proposal & reporting
Billing & fee management
User management & RBAC
SSO (SAML, OIDC)
Custom integrations
SLA
Dedicated account manager

Take charge of your financial life!
The new code for old wealth.
