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Choose your pricing plan

Find one that works for you

  • Pro

    50$
    Every month
    Unlock advanced features, including portfolio optimization, goal tracking, and detailed reports. Ideal for financial advisors and active investors.
     30 day free trial
    • Dashboard
    • Onboard new clients
    • Build & Optimise Model Portfolios
    • Goals Based Planning
    • Monte - Carlo Simulations
    • Investment Summary
    • Create Reports
    • Record Log Book
    • Existing Portfolio Uploader
    • Proprietary Forward Looking Returns
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