Flexible Licensing Solutions

Model strategies play an increasingly vital role in portfolio management, empowering clients with systematic, research-driven approaches across varying risk appetites and investment goals. To cater to the diverse needs of our clients, we offer a flexible three tiered licensing solution—each designed to maximize value while providing scalable access to our proprietary model strategies

Core Solution

Core solution is our foundational offering, providing access to a total of 5 core model strategies, each crafted to match one of five distinct risk profiles—ranging from Adventurous Growth to Capital Preservation.

Core+ Solution

Core+ solution encompasses everything in the Core tier and expands the offering with tax-efficient versions of each core model strategy. This tier is tailored for advisors who value tax-optimization as a key component of their investment process.

Enhanced Solution

Enhanced solution Licensing provides full access to our complete suite of model strategies—including hedge fund strategies and future releases—along with the flexibility to customize any model as a service. Ideal for advisors seeking maximum innovation and adaptability.

Model Strategies

Flexible Licensing pricing

Core Solution
$7,500 annual or $750 per month
Core+ Solution
$10,500 annual or $1,000 per month
Enhanced Solution
$18,000 annual or $1,800 per month