Cost

Pricing Plan

The base charge for the A1a service is shown below. See below for a web application for other levels.

Level A1a, See Below

$225

/month, billed annually

Get Started

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AUM => $0M – $10M

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2-5 listed ETFs securities

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Annual & Quarterly reallocations

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WordPress

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Nextcloud 5Gig portfolio storage

The cost of the system is based on the advisor level, features required, and reallocation periods.

Advisor levels (based on AUM from ADV)

  1. AUM => $0M – $10M
  2. AUM => $10M – $75M
  3. AUM => $75M – $100M
  4. AUM => $100M +

Feature levels (all include treasuries)

  1. 2-5 ETFs securities
  2. 2-10 ETFs securities
  3. 2-100 ETFs & stocks
  4. 2-200 ETFs & stocks & Derivatives

Reallocation periods

  1. Annual & Quarterly reallocations
  2. Monthly + level a above
  3. Daily + level b above

For other levels, use the application below…

NOTE: Designations are listed below the web application

NOTE: Service plans are designated by the levels shown above. For example, an advisor with $50M AUM (B. above) that wishes 2-50 listed ETFs & listed individual stocks (3. above) along with a monthly reallocation period (b. above) would be designated as ==> B3b

NOTE: Not all levels and/or reallocation levels are available for each advisor level. In addition, the CPU speed in the dedicated servers increases significantly for a given feature level or reallocation period.