- Up to 2 investment portfolios
- Real-time portfolio tracking
- Basic risk analysis
- Not included: AI-powered insights
- Not included: Advanced analytics
| Has free plan | No |
|---|---|
| Free trial details | 14-day free trial for both Basic and Pro plans with full access to all features |
| Pricing model | Free Trial |
| Is credit card required | No |
| Paid from | 9 USD |
| Has lifetime plan | No |
| Billing frequency | Monthly |


| Keyword | Traffic | Cost Per Click |
|---|---|---|
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| finance research tools | 440 | $ -- |
| genai trading | 430 | $ -- |
| top crms for financial advisors | 310 | $ -- |
| tools for financial advisors | 220 | $ -- |