Empower you to personalise your investment,
One portfolio at a time

We welcome you to the 14-day Free Trial. You will not be charged during this trial period. If you are not satisfied please feel free to cancel within this period.

Basic

FREE

Core Features

Risk Tolerance Assessment

Risk Tolerance History

Fund Analysis & Ratings

Fund Screener

Stock Analysis & Ratings

Stock Dividend Analysis

Stock Valuations & Calculator

Stock Screener

Security Container/List

Asset Correlation Heatmap

Premium

$25 /month (billed yearly)

or $30 /month

Core Features

Risk Tolerance Assessment

Risk Tolerance History

Fund Analysis & Ratings

Fund Screener

Stock Analysis & Ratings

Stock Dividend Analysis

Stock Valuations & Calculator

Stock Screener

Security Container/List

Asset Correlation Heatmap

Portfolio Management

Smart Portfolio - Automated Portfolio

Portfolio Optimiser

Portfolio Analyser

Portfolio Report (PDF)

Portfolio Dashboard

Max number of portfolios (5 portfolio)

Adviser

$250 /month (billed yearly)

or $300 /month

Core Features

Risk Tolerance Assessment

Risk Tolerance History

Fund Analysis & Ratings

Fund Screener

Stock Analysis & Ratings

Stock Dividend Analysis

Stock Valuations & Calculator

Stock Screener

Security Container/List

Asset Correlation Heatmap

Portfolio Management

Smart Portfolio - Automated Portfolio

Portfolio Optimiser

Portfolio Analyser

Portfolio Report (PDF)

Portfolio Dashboard

Max number of portfolios (50 portfolio)

Client Management

Client Dashboard

Client Risk Tolerance Management

Client Portfolio Management

Adviser Plus

$2500 /month (billed yearly)

or $3000 /month

Core Features

Risk Tolerance Assessment

Risk Tolerance History

Fund Analysis & Ratings

Fund Screener

Stock Analysis & Ratings

Stock Dividend Analysis

Stock Valuations & Calculator

Stock Screener

Security Container/List

Asset Correlation Heatmap

Portfolio Management

Smart Portfolio - Automated Portfolio

Portfolio Optimiser

Portfolio Analyser

Portfolio Report (PDF)

Portfolio Dashboard

Max number of portfolios (Unlimited Portfolio)

Client Management

Client Dashboard

Client Risk Tolerance Management

Client Portfolio Management