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Annual Subscription Plans

Find one that works for you

  • Model Subscription

    500$
    Every year
    Model Workstation for Advisors at All Firms
     7 day free trial
    • 1000+ Machine Optimized Model Portfolios
    • Multiple Optimization Time Frames
    • Target Loss or Return
    • Risk Up or Risk Down
    • Portfolios Illustration
    • Advanced Analytics

  • Models + Proposals Subscription

    1,000$
    Every year
    Premium Workstation for Advisors at All Firms
     7 day free trial
    • 1000+ Machine Optimized Model Portfolios
    • Multiple Optimization Time Frames
    • Target Risk or Return
    • Risk Up or Down
    • Portfolio Illustration
    • Advanced Analytics
    • Personalized Proposals
    • Client Profiling
    • Required Rate of Return Calculator
    • Loss Simulator
    • Downloadable PDF Summary

Subscription Plans renew annually at stated price until cancelled. To cancel your Subscription Plan, a request must be received at least sixty (60) days prior to the start of the next annual Subscription Period.  

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