One Stop Shop for Wealth Managers

Simple, Flat-Fee Pricing for Firms of all Sizes

White Label

$250/quarter
Pricing per firm

Research

$600/quarter
Starts at 5 paid users

Flagship Solution

Outsourced CIO

$825/quarter
Starts at 5 paid users

White Label Resources

Prebuilt Insights for Your Current & Prospective Clients

Monthly Client Letter
Quarterly Client Letter
Off the Shelf Presentations
Chart of the Month
Quarterly Market Perspectives

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Quarterly
Quarterly

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Quarterly

Investment Research

Evidence-Based Research to Guide Asset Allocation Decisions

Asset Allocator's Guide
U.S. Sector Coverage
Equity Factor Coverage
Credit Market Coverage
International Market Coverage
Economic Coverage
Monthly Core Ratings Roundup
ETF Idea Generation
Macro Strategy Snapshots
U.S. Equity Idea Screens
The Weekly Note
MarketDesk Tradebook
MarketDesk QuickTakes

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Quarterly
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Monthly
Monthly
Monthly
Monthly
Bi-Weekly
Bi-Weekly
Weekly
Weekly
Weekly
Ad Hoc

Quarterly
Monthly
Monthly
Monthly
Monthly
Monthly
Monthly
Bi-Weekly
Bi-Weekly
Weekly
Weekly
Weekly
Ad Hoc

Outsourced CIO

Full Suite including Model Portfolios, Talking Points, & Access to Our Team

OCIO Models - Core Series
OCIO Models - Tactical Series
OCIO Models - Stock Sleeves
QuantPack
Market Talking Points
Strategist Conference Calls

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Monthly
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On Demand

Experience the Platform for Yourself

Questions? Let's Talk

Schedule a conversation with our team to learn more