Plans & Pricing | WBI
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Annual Subscription Plans

Find one that works for you

  • Model Portfolios

    500$
    Every year
    Portfolio 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
  • Premium Plan

    Models + Proposal Generation

    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
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