Which plan is best for you? |
Introduction
I’m an investor looking for sell notifications.
Individual Investor
I’m an individual investor looking for investment solutions for myself.
- Choose between 2 to 10 buy recommendations delivered via text (one phone number)
- No buy & sell data available via download
- No license to share recommendations
Starting at $20/month
Financial Advisor
I’m a registered investment advisor, trust or bank financial professional looking for investment solutions for my clients.
- Choose either 10 or “ALL” recommendations delivered via email (up to 5 email addresses)
- Access to BASIC buy and sell data via download (50 data points)
- Sell Notifications delivered via email (up to 5 email addresses)
- License to use recommendations with all of your clients
Starting at $150/month
Institutional Investor
I’m an institutional investor looking for investment strategies, timely insights, and access to advanced-level buy and sell data points.
- ALL recommendations delivered via email (unlimited addresses)
- Access to BASIC buy and sell data via download (50 data points)
- Access to ADVANCED buy and sell data via download (100 data points)
- Access to Relationship Management Team
- Sell Notifications delivered via email (unlimited addresses)
- License to use recommendations with all of your clients, funds, & affiliate businesses
Starting at $300/month
Individual Investor Plan
Registered Investment Advisor Plan
Institutional Investor Plan
Free Sell Alerts (for 1 month)
Got Questions? Let Us Know.
* By the off chance fewer buy ideas are created in a month than what you signed up for, you’ll be charged that month at the lesser plan. For example, if you signed up to receive two buy ideas per month, but received only one, you’d receive a $16 refund ($36-$16=$20). So, your cost for that month would be the cost of a “1 Buy Recommendation Per Month” plan ($20).