| Insight Basic | Insight Pro | Insight Advantage | |
| Manager Comparison |
Only visible portfolios |
Visible + permissioned portfolios |
Visible + permissioned portfolios |
| Drill-Down Analysis (Permissioned Portfolios) |
– | Quartile rankings and skill breakdown |
Full suite of 50+ analyses and backtests |
| Reporting (Permissioned Portfolios) |
– | 2-page summaries, on demand |
Full reports, on demand or recurring |
| Expert Insight Sessions |
– | – | Optional add-on |
| Price Per Year |
Free in 2024 ($6,000 value) |
$15,000 flat fee
|
$15,000 per portfolio (5+ portfolios) |
Insight Pricing – AllocatorKevin Flanagan