- Up to 2 investment portfolios
- Real-time portfolio tracking
- Basic risk analysis
- Not included: AI-powered insights
- Not included: Advanced analytics
| Has free plan | No |
|---|---|
| Free trial details | 14-day free trial for both Basic and Pro plans with full access to all features |
| Pricing model | Free Trial |
| Is credit card required | No |
| Paid from | 9 USD |
| Has lifetime plan | No |
| Billing frequency | Monthly |


| Keyword | Traffic | Cost Per Click |
|---|---|---|
| smart prospecting tool for financial advisors | 50 | $ -- |
| nextvestment | 30 | $ -- |
| 10 crm best practices for financial advisors | 220 | $ -- |
| investment research analyst software | 190 | $ -- |
| wealth management trends for 2026 | 170 | $ -- |