Starter
For Fund-Focused Advisors
Save time with:
- Daily Newsletter & Weekly Market Commentary
- ETF & Mutual Fund Reports & Rankings
- Asset Allocation & Risk Management
- SIA Fund Models
- Charting, Comparisons, & Factsheets
- Know Your Product (KYP)
- Email Support
Best Value
For Fund-Focused & Financial Advisors
All Standard tier features +
- All Reports & Rankings
- SIA Stock Models
- Zone Alerts & Scanning
- 250 Custom Portfolios
- Customized Daily Matrixes
- Custom Benchmarks
- Back-Testing Tool
- Associate Unique Login Access
- Email & Phone Support
Most Popular
For Advisors & Portfolio Managers
All Research tier features +
- 200 Custom Models
- Marketing Newsletter Builder
- Custom Dashboard
- All Alerts & Scanning
- More Portfolios & Benchmarks
- Concurrent User Access
- Dedicated Account Manager
- And Much More!