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 Verified 2026-11-04 | 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 Verified 2026-11-04 | 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 Verified 2026-11-04 | 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 Verified 2026-10-26 | 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 Verified 2026-10-26 | Unverified | None found | Visit |
Risk analysis and proposals with AI statement scanning and automated compliance monitoring (ComplianceIQ).
Verified 2026-11-04
Risk-tolerance scoring, personalized proposals and retirement-readiness tools, with an AI engine across the suite. Formerly Riskalyze (riskalyze.com now redirects to Nitrogen).
Verified 2026-11-04
AI workspace for RIAs combining planning (PlanLab), proposals and portfolio analysis with multiple analysis agents.
Verified 2026-11-04
AI investment platform: personalized portfolios, direct indexing and SMAs, daily tax-loss harvesting, tax-budget-aware rebalancing and AI reporting, without changing custodians.
Verified 2026-10-26
Research and proposal platform for advisors, with 'Y', an AI agent built into YCharts.
Verified 2026-10-26
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