Features
- Builds, optimizes and distributes custom model portfolios for RIAs and asset managers
- Alana investment engine processing 8 billion data points daily across 10,000+ stocks and ETFs
- Checks portfolios against compliance and investment policies such as sector caps and tracking error
- Generates compliance-approved factsheets, performance summaries and market commentary
- API-first white-label deployment in 6 to 8 weeks
- Side-by-side comparison of uploaded portfolios against new model strategies
Pricing Details
💰 Pricing Model Item Details: B2B Institutional & Enterprise Usage-Based Subscription / AUM Fee Structure. General Concept: Operates strictly on a corporate scale. Pricing is customized based on deployment architecture (Portfolio Intelligence SaaS vs. custom White-Label Core Builds), the number of advisor seats, or custom asset volume fees. 🆓 Free Plan Details Feature: Guided Corporate Demonstration Sandbox. Details: Does not offer an open-access public free account. Instead, qualified financial institutions, RIAs, and asset managers can schedule a live developer sandbox demo via the official site to review API endpoints and core platform features. Cost: Request-Based Free Demo Account. 💳 Paid Plans (Official 2026 Standards) Enterprise Solution Package Pricing Model Structure Included Features, Delivery Infrastructure & Scope 📊 Portfolio Intelligence Custom Subscription / Fixed Fees Built for independent RIAs and individual Portfolio Managers. Unlocks institutional-grade analytics, side-by-side strategy comparisons, and basic model building. 🏢 Custom Enterprise Build Bespoke Corporate Contract Designed for major Asset Managers. Deploys custom firm workflows, dedicated governance frameworks, and individualized brand layouts across all internal advisors within 6–8 weeks. 🔌 White-Label Integration API-First Enterprise Volume Rates Engineered for RIA Aggregators and Advisor Networks. Plugs complete model construction, automated commentary, and performance metrics natively into your existing proprietary user interface.