TRANSPARENT PRICING
No per-seat fees. No usage surprises. Cancel anytime.
All plans include a 14-day free trial · No credit card required to start
For individual advisors who need fast, credible risk analysis.
For advisors who need to communicate risk clearly and run client meetings confidently.
For larger firms and teams with compliance, white-labeling, and integration needs.
Save ~20% with annual billing · Contact us for volume discounts
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Stress tests / month | 25 | Unlimited | Unlimited |
| Historical scenarios | 6 | 6 | 6 + custom library |
| Custom scenario (plain text) | — | ✓ | ✓ |
| Custom shock sliders | — | ✓ | ✓ |
| Factor risk model | ✓ | ✓ | ✓ |
| Monte Carlo paths | 1,000 | 10,000 | 10,000 |
| Tax impact & TLH scanner | — | ✓ | ✓ |
| AI analyst memo | — | ✓ | ✓ |
| Branded PDF export | ✓ | ✓ | ✓ |
| Custodian sync | — | — | ✓ |
| White-label client portal | — | — | ✓ |
| Weekly intelligence email | — | — | ✓ |
| SAML SSO | — | — | ✓ |
| Audit log export | — | — | ✓ |
| Team seats | 1 | 5 | Unlimited |
| Support | Priority | Dedicated AM |
Is there a free trial?
Yes. The demo at /demo lets you run a full stress test on a sample portfolio with no signup. When you're ready to use your own data, Professional comes with a 14-day free trial.
What counts as a "stress test"?
One stress test = one portfolio × one scenario run. Uploading a portfolio and running 2008 GFC is one test. Running it again with COVID is a second test. The Starter plan includes 25 per month; Professional and Enterprise are unlimited.
Can I change plans anytime?
Yes. Upgrade instantly (prorated), downgrade at the end of your billing period. No cancellation fees.
Is there a per-seat fee?
No. Starter and Professional are per firm, not per user. Enterprise includes unlimited seats.
How is billing handled?
Monthly or annual billing via Stripe. Annual plans save ~20%. Invoices available in your billing settings.
What's the custodian sync on Enterprise?
Direct API connections to Schwab, Fidelity, and IBKR. Holdings import automatically every night — no more Excel uploads.
Need a custom plan?
Multi-firm groups, volume pricing, compliance integrations — let's talk.