Membership Plans

Asset Allocation Just Got Smarter

Smart Diversification® is an algorithmic approach to asset allocation, empowering advisors to actively shape client portfolios based on math, not opinions. We offer portfolio models, client communications, and investment tools to help you better manage risk, shift portfolio allocations with the market, and build trust with clients and prospects.

At the heart of Smart Diversification are our algorithmic portfolio models, available exclusively for our Platinum members.

 

All Plans Start With a 30-day Free Trial

  • Basic
  • Executive
  • Platinum
Plan

Basic

For Smart Diversification mutual fund (SMDFX) users

Executive

Designed to aid your marketing efforts

Platinum

Gain total access to client tools, communications, and our investment models and strategies
Pricing

$0

Get Started

$159/mo

Get Started

$199/mo*

Get Started
Dashboard
Webinars
Research & White Papers
Educational Videos
Client Brochures
Smart Diversification Fund & Strategic Portfolios
Research Reports
Client Presentations
Expanded Marketing Materials
Platinum Dashboard
Investment Strategies, Models & Positions
Market Monitor
Key Concepts
Platinum Portfolios
Fact Sheets
Trend Report
Client Success Manager
Get Started Get Started Get Started

*$199/mo per advisor and up to $25M, then an additional +3 b.p. on assets over $25M paid annually

Want to See Smart Diversification in Action?

Schedule a Demo