Pick the Plan that Fits Your Team
Basic
Great for endowments and foundations
$7500/yr.
$9000 for 2 years
(Save 40%)
3 User Seats
Onboarding Session
Watchlists
Financial Performance Data
Fund Team Info
Fund Data Room
External Content
Subscribe Now
Advanced
Great for financial advisors and institutional investors
$12,500/yr.
$15,000 for 2 years
(Save 40%)
10 User Seats
Everything in Basic plus...
Saved Searches
Notifications
"Meet the Manager" exclusive webinars
Privileged research access
Subscribe Now
Enterprise
For large wealth advisors with an impact investment focus
Contact Us
20+ Users
Everything in Advanced plus...
Custom Solutions
API Integrations
Contact Us
