Contact Our Sales Team
Need more than 100 client portfolios? We offer custom volume pricing for large firms.
Enterprise includes
- ✓ Unlimited client portfolio management from a single advisor dashboard
- ✓ Aggregate dashboard showing total AUM, open positions, and P&L across all clients
- ✓ Team member access with role-based permissions for your advisory firm
- ✓ Client-facing portfolio reports delivered via automated email
- ✓ Full access to AI Market Scout, insider trades, politician trades, and all research tools
- ✓ Audit trail for compliance and activity logging across your organization