Pricing
Plans for every kind of investor
Start free with a behavioral preview. Upgrade when you want the full institutional shortlist, PDF report, and What-If Explorer.
Explorer
Free$0
Try the behavioral interview and see your top three tickers.
- ✦10-question behavioral interview
- ✦Risk score & three trait pillars
- ✦Top 3 ticker preview
- ✦Educational only — no PDF report
Pro
Most popular$29
Full institutional shortlist, downloadable suitability report, What-If Explorer.
- ✦Full 20-ticker behavioral portfolio
- ✦PDF Behavioral Profile & Suitability Report
- ✦Send-to-Advisor one-click delivery
- ✦What-If Explorer & rebalance sandbox
- ✦Unlimited interviews
Institutional
For RIAs & PMsCustom
White-label Advisor Selection Sandbox, multi-client dashboards, and SSO. Talk to us.
- ✦Advisor Selection Sandbox
- ✦Multi-client behavioral dashboards
- ✦SSO & compliance audit trail
- ✦Custom universe & branding
- ✦Onboarding & dedicated support
Not financial advice. For educational and illustrative purposes only.