Plan Pricing

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Confidently compare investments to their peers. Quickly create reports  for clients.

Enter or upload your client's investments to make running future Scouting Reports easy.

Integrate your model portfolios to easily include them within Scouting Reports.

Set risk numbers for your model portfolios to apply to Scouting Reports.

Select your own branding, colors, logos and disclosures for consistent representation of your firm.  

Prepare a full report analyzing current investments, asset allocation, risk tolerances, and present one or more recommended portfolios.

This is where Gold shines! Quickly prepare quarterly reports that repeat the same scoring method you set for that client to track investment progress.  Set Scoreboard parameters to highlight recommendations for monitoring or replacement.

Control how you would like to compare investments within peer groups.  Select from hundreds of datapoints for stocks, mutual funds, or exchange trades funds.  Do you need assistance determining which datapoints to select? With the Gold plan we will work with you on customizing 5 asset classes per year.

Do you have preferences to prioritize certain datapoints?  Create different five additional scoring methodologies to apply to a variety of situations.

Control how you would like to compare investments within peer groups.  Select from hundreds of datapoints for stocks, mutual funds, or exchange trades funds.  Do you need assistance determining which datapoints to select? With the Platinum plan we will work with you on customizing your asset classes.

Do you have preferences to prioritize certain datapoints?  Create different scoring methodologies to apply to a variety of situations.  As a Platinum plan client we will assist you in setting up your scoring methodologies.

Apply your own asset classes and scoring methodologies to your client reports.  We can assist you in setting up your reports and be there to walk you through the process when needed.

Do you want support in preparing your quarterly reports?  We are happy to help!  Let's work together to get you the information you and your clients need.