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Take advantage of the tangible benefits that
AI & Machine Learning can bring
to your investment proposition

ETF PORTFOLIO
AI TOOLKIT

£125/user/mo + VAT*

For Financial Advisors &
Investment Managers
checkETF Playlists
checkModel Portfolio Gallery
checkPortfolio Manager
checkTechnical Trading Signals
checkMachine Learning Trading Signals
checkPortfolio Backtesting
checkPortfolio Scenario Testing
closeAsset Allocation Wizard
closeTarget Risk Wizard
closeThemed Investing Wizard
closeTactical Backtesting
closePortfolio Benchmarking
30 day money-back guarantee

MODEL PORTFOLIO
WORKBENCH

£1,250/user/mo + VAT*

For Discretionary Fund Managers &
Institutional Managers
checkETF Playlists
checkModel Portfolio Gallery
checkPortfolio Manager
checkTechnical Trading Signals
checkMachine Learning Trading Signals
checkPortfolio Backtesting
checkPortfolio Scenario Testing
checkAsset Allocation Wizard
checkTarget Risk Wizard
checkThemed Investing Wizard
checkTactical Backtesting
checkPortfolio Benchmarking
White Label Solution available on request
*Pay annually and get two months free. Prices shown are per user.
White Label Solutions

TAILOR-MADE
ADVICE SERVICE

For Wealth Managers, DFMs
& Advisor Networks
checkModel Portfolio Library
checkPortfolio Wizards
checkTrading Signals
checkRe-Balancing Service
checkAPI Available

EXCHANGE TRADED
MODEL PORTFOLIOS

For Wealth Managers
& DFMs
checkTarget a wider audience
checkReduce complexity in listing and distribution
checkMitigate costs
checkOutsource Administration
checkReduce time-to-market

Frequently Asked Questions

Can I alter my plan later?

You can switch between the ETF Portfolio AI Toolkit plan and the Model Portfolio Workbench plan from within your account area. Downgrades will take effect at the end of your current billing period, which is either monthly or annually if you opted for a discounted plan.

Which payment methods do you accept?

We accept most credit or debit cards. Our Model Portfolio Workbench plan can be paid for via an invoice on request.

How easy is it to cancel?

At any time, you can cancel your subscription from within your account area. Your subscription will remain active until the end of your current term (usually monthly, unless you opted for a discounted annual plan).

If you cancel within the first 30 days, you will receive a pro-rata amount at the non-discounted rate. For this, please send us an email explaining why you would like to cancel and the plan you have signed up for.