Home / Jobs / Portfolio & proposal generation
5 tools, compared only on facts from each vendor's own pages. Tools built for advisors come first, then tools with public pricing, then most integrations. Payment never changes the order.
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Essential $5,995/yr (500 accounts). Premium $16,995/yr (1,500 accounts). Platinum $39,995/yr. ↗ stratifi.com/pricing | Redtail, Salesforce, Wealthbox, MoneyGuide, Envestnet, Fidelity, Pershing, Altruist, Schwab ↗ stratifi.com/integrations | None found | Visit | |
| Modular 'Centers' on annual terms, e.g. $199/mo, $149/mo and several at $99/mo. Bundle shown at $495/mo. ↗ nitrogenwealth.com/pricing | Orion, eMoney, Schwab, Envestnet ↗ nitrogenwealth.com/integrations | None found | Visit | |
| $100/advisor/mo for the first 12 months for new and emerging RIAs (12-month term). Standard $500/mo. ↗ deepvest.ai | Wealthbox, Salesforce, Zoho ↗ deepvest.ai/product/planning | SOC 2 Type II certified ↗ deepvest.ai | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ vise.com | Schwab, Fidelity, Pershing, Goldman Sachs Custody Solutions, Raymond James, Altruist ↗ vise.com | None found | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ ycharts.com | Unverified | None found | Visit |
Risk analysis and proposals with AI statement scanning and automated compliance monitoring (ComplianceIQ).
Risk-tolerance scoring, personalized proposals and retirement-readiness tools, with an AI engine across the suite. Formerly Riskalyze (riskalyze.com now redirects to Nitrogen).
AI workspace for RIAs combining planning (PlanLab), proposals and portfolio analysis with multiple analysis agents.
AI investment platform: personalized portfolios, direct indexing and SMAs, daily tax-loss harvesting, tax-budget-aware rebalancing and AI reporting, without changing custodians.
Research and proposal platform for advisors, with 'Y', an AI agent built into YCharts.
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