SMA (Separately Managed Accounts) are available as an option. Our SMA database comprises more than 20,000 SMAs and covers the same data points provided for funds and ETFs (returns, allocation, risk).
SMA data is updated monthly, per industry standard. When comparing assets/portfolios with SMA's, we recommend using 'End of Month' mode in the application. You can select this in the global settings as shown here.
Pricing is $75/month per advisor on a monthly plan, and $810/year per advisor on yearly plan (10%discount).
We offer a one week trial of SMA data access or until your next billing cycle (whichever is shorter). The trial will automatically expire after 7 days.
To enable this option, please contact email@example.com