What | Lite | Advisor | Firm |
---|---|---|---|
Number of clients and leads
|
Up to 3 | Up to 50 | Up to 200 |
Number of users
|
1 | 2 | 4 |
Impact Data, Research and Screening
|
Yes, limited | ||
Client Impact Assessments
|
Default
|
Logo
|
Firm-branded
|
Personalized Portfolio Analysis
|
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Client-Friendly Impact Reports
|
Firm-branded
|
||
Lead Generation
|
Firm-branded
|
||
abc
Branding
|
Logo |
Logo, colors, assets
|
|
CSV downloads
|
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Custom development and support
|
Contact us | ||
Volume pricing
|
Contact us |