Products

Discover and rank investments. Build customized portfolios with our Predefined or the Discovery and Strategies modules. Assess risks. Reach goals.

Choose from our 3 plans.

Free

Best for testing, assessment, and portfolio allocation.


$0

Free forever (requires registration)

  • Model universes & strategies
  • Risk tolerance and capacity determination via psychometric questionnaire
  • Up to 3 Risk Profiles
  • 3 portfolio optimization runs
  • 3 portfolio PDFs download
  • Customize recommended portfolio
  • B&L optimizer

Best Value

Pro

Best for Advisors working with clients for multiple profiles and portfolios.


$99/month/user

$999/year paid annually in advance

  • Everything in Free
  • Unlimited portfolio construction
  • Unlimited saving of Risk Assessment profiles
  • Unlimited downloading of created portfolios
  • Access to proprietary B&L optimizer
  • Long-term Capital Market Assumptions

Enterprise

Comprehensive eCIO and customized portfolios and services for institutions.


Based on AUM with a cap

  • Everything in Pro
  • Unlimited use of R4A
    • Discovery (market/country/ sectors/stocks)
    • Strategies (global search, benchmarks/ ETFs/ securities)
  • Open architecture
    • Add securities/ benchmarks/ ETFs
  • Long-term Capital Market Assumptions
  • Periodic Q&A with Lumen
  • Reports, outlooks, studies