Advisor Package Comparison

Which package is best for you?

Diamond
Gold
Silver
Bronze
* Quick Start features gets you working in less than 30 seconds.
Re-balance your 401k 401k-checkup benefits.
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* Select Time Period you want to see.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
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* Build & Store multiple different portfolios ANYTIME you want.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
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* Change/edit your portfolios whenever & however you want.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
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* Import stored portfolios directly into 401k-checkup tool.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
* Dividend Aristocrats access at click of a button.
Re-balance your 401k 401k-checkup benefits.
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* Dow 30 instant access to enhance your efforts.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
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* APR/Annual shows you the past 10 years of APR data for each investment.
Re-balance your 401k 401k-checkup benefits.
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* APR, Sharpe Ratio & Standard Deviation access for 3, 5 and 10 years.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
* Instant access to P/E Ratio Current, 5yr average, and Forward looking.
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* Easily view Yield for stocks, mutual funds and CEF.
Re-balance your 401k 401k-checkup benefits.
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* Design any portfolio from a database of over 45,000 investments.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
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* Access portfolio correlation ratio for 3, 5 and 10 year periods.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
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* EPV is how a portfolio would have performed in a given year during the past decade.
Re-balance your 401k 401k-checkup benefits.
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* Bucket Analysis illustrates a portfolio's ability to sustain cash flow during up and down years.
Re-balance your 401k 401k-checkup benefits.
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* EPV-10 analyzes how your portfolio performed over the past 10 years.
Re-balance your 401k 401k-checkup benefits.
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* Est $ Flow conveniently reports a portfolio's projected cash flow yield.
Re-balance your 401k 401k-checkup benefits.
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* Editable access links to tools, sources and other important locations.
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* Drill deeper with Google, Yahoo & NASDAQ investment specific hyperlinks.
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* Hide and expand data lookup for streamline access to the platform.
Re-balance your 401k 401k-checkup benefits.
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* # of available positions in a portfolio.
50
50
15
15
* Total the sum of all investments and convert $ allocations into respective %'s.
Re-balance your 401k 401k-checkup benefits.
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* Save work in progress when you get interrupted.
Re-balance your 401k 401k-checkup benefits.
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* Print creates a document of the work done on the platform page.
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* Suppress Cover Page, Logo and Key when running multiple portfolio simulations.
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* Clone Submission Page to keep working on your portfolio while a simulation is processing.
Re-balance your 401k 401k-checkup benefits.
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* Proprietary simulator for testing, comparing and re-balancing portfolios.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
* Export & Save any portfolio in an excel CSV format.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
* Morningstar Export is Symbol, Name and % Allocation in .xlsx format ready for Morningstar Import.
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* PMC Export is Symbol, Name and % Allocation in .csv format ready for Raymond James PMC Import.
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* WMC Export is Symbol, Name and % Allocation in .xlsx format ready for Raymond James WMC Import.
Re-balance your 401k 401k-checkup benefits.
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* Convenient market watch widgets.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
* All data updated monthly.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
Re-balance your 401k 401k-checkup benefits.
* Get price and volume data for past 12 months using optional widget.
Re-balance your 401k 401k-checkup benefits.
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One Time Set up
$349
$299
$249
$149
Quarterly renewal
$299
$229
$209
$199

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