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