| Insight Basic | Insight Pro | Insight Advantage | |
| Peer Comparison | ✓ | ✓ | ✓ |
| Ranking/Award Eligibility |
✓ | ✓ | ✓ |
| Allocator Sales Leads |
– | ✓ | ✓ |
| Drill-Down Analysis (Your Portfolio) |
– | Quartile rankings and skill breakdown |
Full suite of 50+ analyses and backtests |
| Reporting (Your Portfolio) |
– | 2-page summary, on demand |
Full report, on demand or recurring |
| Insight (Coaching) Sessions |
– | – | Optional add-on: $6,825 each |
| Behavioral Nudges | – | – | Optional add-on: $5,750 per user per year |
| Price Per Year |
$6,000 per portfolio *
|
$15,000 flat fee + $6,000 per portfolio |
$15,000-$49,000 per portfolio |
* This fee may be waived for managers who are invited by an allocator with a promo code.