Research, Analysis and Financial Planning
Portfolio Analysis
| Company | Benefit |
| Riskayze | Solo Edition- $119/month (retail $129/month; Team Edition- $525/month (retail $599/month) |
Data Aggregation
| Company | Benefit |
| Broadridge/Investigo | 50 seat minimum- starting at $99/month, plus one time set up fee |
Research
| Company | Benefit |
| Blue Vault | Complimentary copy of 2012-2014 Non-Traded REIT full-cycle performance study; $125 off basic subscription price |
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