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