Plans and Pricing

Free

$0 / month

UIT Classification
Objective & Investment Strategy Description
No account required
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Professional

$25 / month

UIT Classification
Objective & Investment Strategy Description
Ratings for 3, 5 and 10 Year Periods
Strategy Performance & Risk Analysis
Sales Charges & Operating Expenses Breakdown
Portfolio Analysis
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Enterprise

Per-seat pricing

Everything on the Professional plan, plus:
Organization-wide billing
Streamlined compliance
Strategy requests
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