Advisor Core Pricing

Statement extraction, portfolio analysis, and proposal generation capabilities using GenAI in a unified platform that can be accessed modularly to unlock higher prospect conversion rates and operational efficiencies team and firm-wide.
Not heard of Advisor Core before? Learn more here

Standard

$1000/year
Annual Commitment
Ideal for solo RIAs and Advisors
1 user
Less than 75 statement uploads in a year
Instant statement PDF uploads and Excel file downloads
Full suite of portfolio analytics including risk and values questionnaires
Downloadable, custom proposal presentation in PPT
Start Free Trial

Enterprise

Custom
Annual
For larger organizations with higher statement upload needs
Dedicated Account Support
More analysis and custom data connection
Custom extraction builds available
Ability to connect within existing system
Schedule Demo

Values Hub Pricing

The essential YourStake experience. View our 4 pricing tiers below that fit your needs. Should you need any features not listed in the tier, they can be added a-la-carte as an addition to your tier.

Explainer

For advisors who help clients understand model portfolios
From
$
999
/seat/year
Includes access to:


- Values Questionnaire
YourStake Behavioral Values Questionnaire
- Impact Reporting
A screenshot of our Impact report pdf with report highlights
- Portfolio Comparisons
YourStake comparison report
- Shareholder Engagement
YourStake Shareholder engagement report
Get Started
Need more? Book a demo

Professional

For advisors who want to build ESG model portfolios with funds
From
$
2,999
/seat/year
Everything included in Explainer, plus access to:
  • - Fund Screener
    - Metaphor Metrics
    Yourstake metaphor analysis
    - Portfolio Designer
    Screenshot of our portfolio designer
    - Model Matchmaker
    Screenshot of our portfolio designer
Get Started
Need more? Book a demo

Champion

For enhanced reporting for high net-worth clients
From
$
4,999
/seat/year
Everything included in Professional, plus access to:

- Institutional Style Reports
table of contents for the institutional report
table of contents for the institutional report
- ESG Audit Consulting
table of contents for the institutional report
table of contents for the institutional report
Get Started
Need more? Book a demo

Analyst Terminal

For SMA Construction and enhanced company research
From
$
9,999
/seat/year
Everything included in Champion, plus access to: 


- Company Screener
YourStake company screener
- Institutional Questionnaire
YourStake company screener
Get Started
Need more? Book a demo

Explainer

For advisors who help clients understand model portfolios
From
$
99
/seat/month*
Includes access to:
- Values Questionnaire
YourStake Behavioral Values Questionnaire
- Impact Reporting
A screenshot of our Impact report pdf with report highlights
- Portfolio Comparisons
YourStake comparison report
- Shareholder Engagement
YourStake Shareholder engagement report
Get Started
Need more? Book a demo

Professional

For advisors who want to build ESG model portfolios with funds
From
$
299
/seat/month*
Everything included in Explainer, plus access to:
  • - Fund Screener
    - Fund Portfolio Builder
    YourStake fund analysis
    - Metaphor Metrics
    Yourstake metaphor analysis
    - Portfolio Designer
    Screenshot of our portfolio designer
    - Model Matchmaker
    Screenshot of our portfolio designer
Get Started
Need more? Book a demo

Champion

For enhanced reporting for high net-worth clients
From
$
499
/seat/month*
Everything included in Professional, plus access to:
- Institutional Style Reports
table of contents for the institutional report
table of contents for the institutional report
- Custom Fonts, Colors, and Cover Photos
table of contents for the institutional report
- ESG Audit Consulting
table of contents for the institutional report
Get Started
Need more? Book a demo

Analyst Terminal

For SMA Construction and enhanced company research
From
$
999
/seat/month*
Everything included in Champion, plus access to: 
- Company Screener
YourStake company screener
- Institutional Questionnaire
YourStake company screener
Get Started
Need more? Book a demo

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