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Simple, transparent pricing

Start free with deep liquidity intelligence. Go Enterprise to cover the full Evergreen market with data, API, and AI access.

Liquidity Monitor

For Wealth Managers
Free

See liquidity risk before it hits you

  • Liquidity Profiles for 50+ Funds
  • Redemption Supply & Demand Tracker
  • Fund Redemption Calendar
  • Redemption Waterfall Analysis
  • Liquidity Runway
  • News and Alerts
  • Basic fund details

Research Platform

For portfolio managers and analysts
$499/mo /user

Run the analysis, skip the data-parsing

  • Includes Liquidity Monitor
  • Extended coverage for 140+ funds
  • Fund Comparison
  • Quality of Return Analysis
  • Fee Modeling
  • Data Downloads (XLS)
  • AI Ask Research Assistant

Enterprise

For Home Offices and Fund Sponsors
Starting at $20K/year

Cover the Evergreen market

  • Includes Research Platform
  • API access
  • MCP connector to OpenAI®, Anthropic Claude™, and Microsoft Copilot®
  • Single-tenant deployment
  • Priority Fund Coverage Requests
  • Dedicated customer support

Not sure which plan is right?

Start with Liquidity Monitor to see liquidity risk before it hits you. Talk to sales when you're ready to cover the full Evergreen market.