Professional fund research at a fraction of legacy platform costs. Cancel anytime.
All prices in USD. Billed monthly.
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Independent advisors
Wealth management firms
Family offices & institutions
| Feature | Free | Starter | Professional | Enterprise |
|---|---|---|---|---|
| Fund database & search | ✓ | ✓ | ✓ | ✓ |
| Smart Screens | ✓ | ✓ | ✓ | ✓ |
| Fund comparisons | 3/month | 10/month | Unlimited | Unlimited |
| Watchlist slots | 3 | 10 | Unlimited | Unlimited |
| Chart history depth | 1 year | 3 years | 5 years / Max | 5 years / Max |
| Holdings visibility | Top 5 | Top 10 | Full | Full |
| AI-powered insights | — | 3/month | Unlimited | Unlimited |
| Synthetic fund builder | — | 1 fund | Unlimited | Unlimited |
| Saved comparisons | — | 3 | Unlimited | Unlimited |
| PDF & Excel exports | — | — | ✓ | ✓ |
| Intelligence feed | News only | News + alerts | Full AI editorial | Full AI editorial |
| Multi-currency views | — | — | SOON | SOON |
| Watchlist alerts | — | — | — | SOON |
| Correlation matrix | — | — | — | SOON |
| Custom fund universe | — | — | — | ✓ |
| White-label options | — | — | — | ✓ |
| Support | Community | Community | Community | Priority |
We offer similar fund research capabilities at a fraction of the cost. Legacy platforms charge $2,000–$24,000+ annually. Our Professional plan gives wealth management firms comprehensive fund analysis, AI-powered insights, and a modern interface for $199/month.
Our AI analyses real fund data — holdings, sector allocations, country exposure, and macro conditions — to generate professional comparison summaries, fund forecasts, and editorial-quality intelligence. Each analysis references specific fund names, performance figures, and market events.
Yes, you can cancel anytime. Your access continues until the end of your billing period. No cancellation fees or long-term commitments.
We accept all major credit and debit cards including Visa, Mastercard, and American Express. Enterprise customers can pay via invoice.
Synthetic funds let you build custom model portfolios by blending real funds with your own weightings. You can then compare your synthetic fund against real funds to test allocation strategies before recommending them to clients.
We cover UCITS, OEICs, and mutual funds from major fund houses globally. Our database includes funds domiciled in Luxembourg, Ireland, UK, and other major jurisdictions relevant to GCC wealth managers.
Yes! Contact us for annual billing options with up to 20% discount. Enterprise customers can discuss custom billing arrangements.