United States–Based Investment Adviser (IA), Investment Adviser Representative (IAR), or Broker-Dealer (BD)
1. Free: (Company email is required with 3 months free trial): $0
Completely free for 90 days (3 Months) — no credit card required
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 3 products)
✅
9.
Market Forecasting Alerts via Email & Text
❌
10.
Smart Growth & Loss Boundaries
❌
11.
VIP-Exclusive Custom Allocation Tools
❌
12.
VIP AI-Driven Portfolio Modeling
❌
13.
Access other 280 Mutual Funds/ETFs. + All International Products
❌
14.
Provide a Web API to integrate with the company’s Intranet only
❌
15.
Robot Trader (Optional, In Development)
❌
2. Standard(25 seats): $100 / month (During 3-month trial, only one account allowed)
3 Months Free, then monthly billing from the 4th month
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 3 products)
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Smart Growth & Loss Boundaries
✅
11.
VIP-Exclusive Custom Allocation Tools
❌
12.
VIP AI-Driven Portfolio Modeling
❌
13.
Access other 280 Mutual Funds/ETFs. + All International Products
❌
14.
Provide a Web API to integrate with the company’s Intranet only
❌
15.
Robot Trader (Optional, In Development)
❌
3. VIP (50 seats): $200 / month ($4/month per additional seat).
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 150 products)
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Smart Growth & Loss Boundaries
✅
11.
VIP-Exclusive Custom Allocation Tools
✅
12.
VIP AI-Driven Portfolio Modeling
✅
13.
Access other 280 Mutual Funds/ETFs. + All International Products
❌
14.
Provide a Web API to integrate with the company’s Intranet only
❌
15.
Robot Trader (Optional, In Development)
❌
4. VIP + International (50 seats): $400 / month ($4/month per additional seat)
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 150 products)
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Smart Growth & Loss Boundaries
✅
11.
VIP-Exclusive Custom Allocation Tools
✅
12.
VIP AI-Driven Portfolio Modeling
✅
13.
Access other 280 Mutual Funds/ETFs. + All International Products
✅
14.
Provide a Web API to integrate with the company’s Intranet only
✅
15.
Robot Trader (Optional, In Development)
❌
United States–Based Business Entity
1. Free(Company email is required with 3 months free trial): $0
Completely free for 90 days (3 Months) — no credit card required
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 3 products)
✅
9.
Market Forecasting Alerts via Email & Text
❌
10.
Smart Growth & Loss Boundaries
❌
11.
VIP-Exclusive Custom Allocation Tools
❌
12.
VIP AI-Driven Portfolio Modeling
❌
13.
Access other 280 Mutual Funds/ETFs. + All International Products
❌
14.
Provide a Web API to integrate with the company’s Intranet only
❌
15.
Robot Trader (Optional, In Development)
❌
2. Standard(25 seats): $100 / month (During 3-month trial, only one account allowed)
3 Months Free, then monthly billing from the 4th month
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 3 products)
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Smart Growth & Loss Boundaries
✅
11.
VIP-Exclusive Custom Allocation Tools
❌
12.
VIP AI-Driven Portfolio Modeling
❌
13.
Access other 280 Mutual Funds/ETFs. + All International Products
❌
14.
Provide a Web API to integrate with the company’s Intranet only
✅
15.
Robot Trader (Optional, In Development)
❌
3. VIP (50 seats): $200 / month ($4/month per additional seat)
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 150 products)
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Smart Growth & Loss Boundaries
✅
11.
VIP-Exclusive Custom Allocation Tools
✅
12.
VIP AI-Driven Portfolio Modeling
✅
13.
Access other 280 Mutual Funds/ETFs. + All International Products
❌
14.
Provide a Web API to integrate with the company’s Intranet only
✅
15.
Robot Trader (Optional, In Development)
❌
4. VIP + International (50 seats): $400 / month ($4/month per additional seat)
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Access to Multiple Investment Products (Up to 150 products)
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Smart Growth & Loss Boundaries
✅
11.
VIP-Exclusive Custom Allocation Tools
✅
12.
VIP AI-Driven Portfolio Modeling
✅
13.
Access other 280 Mutual Funds/ETFs. + All International Products
✅
14.
Provide a Web API to integrate with the company’s Intranet only
✅
15.
Robot Trader (Optional, In Development)
❌
United States–Based Individual User
1. Free Starter Membership: $0
- Completely free for 90 days (3 Months) — no credit card required
- Instant access to essential tools and basic forecasts
- Risk-free and commitment-free — explore at your own pace.
- Perfect for new users who want to try the platform risk-free.
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Smart Growth & Loss Boundaries
✅
9.
Market Forecasting Alerts via Email & Text
❌
10.
Access to Multiple Investment Products (Up to 150 products + All International Products)
❌
11.
Unlock and modify current allocations
❌
12.
VIP-Exclusive Custom Allocation Tools
❌
13.
VIP AI-Driven Portfolio Modeling
❌
14.
Full access to all 280 Mutual Funds/ETFs
❌
15.
Robot Trader (Optional, In Development)
❌
2. Free Trial + Monthly Plan: $20 / month
- 3 Months Free, then monthly billing from the 4th month
- Extended trial access before any commitment
- Cancel anytime during the trial — no charges if canceled before billing begins.
- Great for users who want more time to explore the platform
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Smart Growth & Loss Boundaries
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Access to Multiple Investment Products (Up to 150 products + All International Products)
❌
11.
Unlock and modify current allocations
❌
12.
VIP-Exclusive Custom Allocation Tools
❌
13.
VIP AI-Driven Portfolio Modeling
❌
14.
Full access to all 280 Mutual Funds/ETFs
❌
15.
Robot Trader (Optional, In Development)
❌
3. Standard Family Membership: $50 / month
Pay Now. Access Everything.
Immediate access to the full suite of features, including:
- AI-powered market forecasts
- Custom investment strategies
- Daily insights and performance data
- Perfect for investors ready to act on real-time, data-driven intelligence
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Smart Growth & Loss Boundaries
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Access to Multiple Investment Products (Up to 4 products)
✅
11.
Unlock and modify current allocations
❌
12.
VIP-Exclusive Custom Allocation Tools
❌
13.
VIP AI-Driven Portfolio Modeling
❌
14.
Full access to all 280 Mutual Funds/ETFs
❌
15.
Robot Trader (Optional, In Development)
❌
4. VIP Membership: $100 / month
Fully Customized. Deeply Intelligent.
Everything in Full Access, plus:
- A personalized AI model tailored to your financial goals
- Direct collaboration with our AI engineering team
- Ongoing model tuning based on your evolving strategy and risk profile
- Built for advanced investors, financial professionals, and institutions seeking a strategic edge through tailored AI
1.
System Volatility Index (SVI)
✅
2.
Data-Driven Allocation (DDA)
✅
3.
Personalized Risk Level Management
✅
4.
Yearly Benefits Calculator (YBC)
✅
5.
Market Alerts vs. Your Allocation Comparison
✅
6.
Market Events & News
✅
7.
Daily Data Source Updates
✅
8.
Smart Growth & Loss Boundaries
✅
9.
Market Forecasting Alerts via Email & Text
✅
10.
Access to Multiple Investment Products (Up to 150 products + All International Products)
✅
11.
Unlock and modify current allocations
✅
12.
VIP-Exclusive Custom Allocation Tools
✅
13.
VIP AI-Driven Portfolio Modeling
✅
14.
Full access to all 280 Mutual Funds/ETFs
✅
15.
Robot Trader (Optional, In Development)
❌
Non-United States (International) User
For international users, the system provides the same service as for U.S.-based users. International users will receive a 3-month free trial with no credit card or upfront payment required. After the trial period, the system will charge the same monthly service fee as U.S.-based users.
As a U.S.-based company, we process payments through a U.S.-based PayPal account. PayPal accepts international payments, and our account automatically converts foreign currencies into U.S. dollars, which are then held in our account.
International individual users, Investment Advisers (IA), Investment Adviser Representatives (IAR), Broker-Dealers (BD), and business entities will receive the same level of service, support, and access to webinars.
For more details about the features we offer to international users, please click the buttons for U.S. IA/IAR/BD, U.S. Business, or U.S. Individual User options.
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