No hidden fees. No AUM-based charges. No long-term contracts.
Most advisors piece together multiple tools and still end up doing manual work. Here's how that compares.
Total: $500+/mo plus your time
Total: $399/mo — everything included
EquiLenz Professional costs less than a typical market data and charting stack — and does far more, including AI intelligence that eliminates hours of manual work every week.
All plans are billed monthly. You can also choose annual billing for a discount. There are no setup fees or hidden charges.
Cancel anytime. There are no long-term contracts or cancellation fees. Your subscription remains active through the end of your current billing period.
Yes. Every plan comes with a 30-day free trial. No credit card required to start. You get full access to all features in your selected plan during the trial.
All data is encrypted in transit and at rest. We use bank-grade security infrastructure and undergo regular third-party security audits. See our Security page for full details.
EquiLenz works with Schwab, Fidelity, and Pershing. We're continuously adding new custodian integrations. Contact us if you need a specific custodian.
Your data remains available for export for 90 days after cancellation. After that, all data is permanently deleted from our systems in accordance with our data retention policy.
No credit card required. Full access to all features. Cancel anytime.
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