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Annual Subscription Plans
Find one that works for you
Model Portfolios
500$Every yearPortfolio Workstation for Advisors at All Firms7 day free trial- 1000+ Machine Optimized Model Portfolios
- Multiple Optimization Time Frames
- Target Loss or Return
- Risk Up or Risk Down
- Portfolios Illustration
- Advanced Analytics
- Premium Plan
Models + Proposal Generation
1,000$Every yearPremium Workstation for Advisors at All Firms7 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
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