AdvisorCore Pricing

Starter
Great for getting started with client reporting, portfolio analysis, and personalized impact insights.
‍
$600
USD
per seat per year
200
Usage Credits
per seat per year
Credits cover light usage of our platform.
How do credits work?
Get Started
or Book a Demo
Core
Designed for teams scaling their use of personalized reporting, values alignment, and proposal generation.
$1,000
USD
per seat per year
500
Usage Credits
per seat per year
Credits cover average usage of one feature of our platform for one advisor.
How do credits work?
Get Started
or Book a Demo
Pro
Best for high-volume firms leveraging automation, advanced analytics, and full customization across client experiences.
$2,000
USD
per seat per year
2000
Usage Credits
per seat per year
Credits cover heavy usage of one feature for one advisor (or average use of all features for one advisor)
How do credits work?
Get Started
or Book a Demo

Included in all Plans

Portfolio Assistant
Included
Streamline portfolio analytics and
proposal generation
Statement Extraction
Portfolio Optimization
Customizable Reporting
Risk Assessment Tools
Document Assistant
Included
Extract information, build a Dossier,
autofill PDF forms
Dossier Creation
Document Extraction
Secure Document Storage
Client Management
Meeting Assistant
Included
Extract information, build a Dossier,
autofill PDF forms
Calendar Integration
CRM Sync
Automated Transcription
Action Item Tracking

ValuesCore 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.
Learn more about Values Hub
Billed Annually
Billed Monthly

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
    ✓   Fund Screener
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
    ✓   Fund Screener
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
*Billing cycle: Annual contracts with no-commitment 14 day trials. Billing cycles available for both annual and monthly. Pricing for internal use only. Please contact sales@yourstake.org to inquire about using YourStake output in tear sheets, newsletters, public-facing websites, and other external distribution.

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