The all-in-one platform for developing thematic and custom asset management products

  • Free

    For tracking, benchmarking, and sharing your own investment themes.

    • 10 indices (per year)
    • Unlimited backtests
  • Custom

    Simple, cost-effective way to achieve a specific market strategy- passive, active, global, multi-asset.

  • Most popular

    Unlimited

    Unlimited professional indices, drafts, and collaborators- one flat price.

    • Unlimited indices
    • Unlimited backtests
    • Unlimited collaborators
  • Thematic ETFs

    A custom plan for asset managers of all sizes to build indices and thematic ETFs. Includes all of our Unlimited capabilities and everything you need to launch, distribute, and manage ETFs.

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Free

Custom

Unlimited

Thematic ETFs

General
Indices and drafts (per year)101UnlimitedUnlimited
CollaboratorsUnlimitedUnlimitedUnlimited
Hosting101UnlimitedUnlimited
Index management
Customer supportEmail response within 72 hrsEmail response within 24 hrsEmail response within 24 hrs and dedicated Slack channelEmail response within 24 hrs and dedicated Slack channel
Indexing capabilities
BacktestsInstant, unlimitedInstant, unlimitedInstant, unlimitedInstant, unlimited
BenchmarksUS indicesGlobal indicesGlobal indicesGlobal indices
Index typesActive and passiveActive and passiveActive and passiveActive and passive
Weighting methodologiesEqual and Market capitalizationEqual, Market capitalization, and customEqual, Market capitalization, and customEqual, Market capitalization, and custom
Index return treatmentsTotal (gross) and price return treatmentsTotal (gross), price, net, and custom return treatmentsTotal (gross), price, net, and custom return treatmentsTotal (gross), price, net, and custom return treatments
Price dataClose of tradingClose of tradingClose of tradingClose of trading
Historical data accessUp to 10 yearsUp to 10 yearsUp to 10 yearsUp to 10 years
Exchanges and regionsUS (NASDAQ, NYSE)AllAllAll
Asset classes supportedEquitiesEquities and cryptoEquities and cryptoAll
Bloomberg distributionIncluded5 included, $1,000/yr each additional index10 included, $1,000/yr each additional index
API distribution
Licensing support
Index customizations
Alternative data sourcesContact usContact us
Research5 hours per month25 hours per month
Proprietary data inclusion5 hours per month25 hours per month
Proprietary metric construction5 hours per month25 hours per month
ETF Development
Registration
Legal and administrative
Website development
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We're here to help

We believe that great investment ideas will increasingly come from outside the established asset management firms. If you're interested in partnering, please reach out and let us know how we can help.

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