Enterprise-Grade Features

Advanced tools and capabilities designed for professional investment management and institutional clients.

🛡️

Enterprise Security

Bank-grade security with SOC 2 compliance, SSO integration, and advanced user permissions management.

  • Single Sign-On (SSO) integration
  • Role-based access controls
  • SOC 2 Type II compliance
  • Data encryption at rest and in transit
  • Audit trails and compliance reporting
📊

Advanced Analytics

Sophisticated portfolio analysis, risk management tools, and custom reporting capabilities for institutional needs.

  • Multi-asset portfolio analysis
  • Advanced risk metrics (VaR, Sharpe, etc.)
  • Custom benchmark comparisons
  • Monte Carlo simulations
  • Factor analysis and attribution
🔗

API & Integrations

Seamless integration with existing systems through robust APIs and third-party data feeds.

  • RESTful API with full documentation
  • Real-time data streaming
  • CRM and portfolio system integration
  • Custom data feeds and webhooks
  • White-label solutions available
👥

Team Collaboration

Advanced collaboration features for investment teams including research sharing and workflow management.

  • Team workspaces and shared portfolios
  • Research collaboration tools
  • Commenting and annotation system
  • Workflow automation
  • Custom approval processes
📈

Custom Reporting

Generate professional-grade reports with your branding, custom layouts, and automated distribution.

  • White-label report templates
  • Automated report generation
  • Custom branding and logos
  • Multi-format export (PDF, Excel, etc.)
  • Scheduled delivery options
🎯

Premium Support

Dedicated account management, priority support, and custom training for your team.

  • Dedicated account manager
  • 24/7 priority support
  • Custom onboarding and training
  • Regular platform updates
  • SLA guarantees
500+ Enterprise Clients
$2.5T Assets Under Management
99.9% Platform Uptime
24/7 Premium Support

Enterprise Pricing

Flexible pricing options designed to scale with your organization's needs and requirements.

Professional

For small investment teams

$299
per user/month
  • Advanced screening tools
  • Portfolio analysis
  • Real-time data feeds
  • Basic API access
  • Email support
  • Up to 10 users
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Enterprise

For larger organizations

$799
per user/month
  • All Professional features
  • Advanced analytics & risk tools
  • Custom reporting & branding
  • Full API access
  • SSO integration
  • Priority support
  • Unlimited users
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Enterprise Plus

For institutional investors

Custom
tailored pricing
  • All Enterprise features
  • White-label solutions
  • Custom integrations
  • Dedicated account manager
  • On-premise deployment
  • 24/7 premium support
  • Custom training & onboarding
Contact Us