What's included in the free tier?
RIA Pulse is in active beta with tiered pricing options under evaluation. However, we expect to keep the RIA Database, latest ADV filing information and some rankings to be available for free indefinitely.
Why is a percentile not displayed for a certain firm's performance metric?
If a performance metric is not displayed for a given firm, it is likely either because the filing is outside the lookback window of our benchmarking methodology or it is an outlier, which are exlcuded from benchmarking in order to provide more useful results. Learn more about our benchmarking methodolgy in the docs.
Why is a certain firm not listed in your database?
The RIA Pulse RIA Database sources data from IAPD Form ADV Data. Firms not listed in the IAPD system are not available.
How far back does the historical data go?
Our historical analysis is backdated to Jan 1 2019.
Can I cancel my subscription?
You can cancel your subscription at any time. You can do this from your account settings.
Where can I find my invoices?
You can find your invoices in your account settings.
What payment methods do you accept?
We accept all major credit cards and PayPal.
Can I upgrade or downgrade my plan?
Yes, you can upgrade or downgrade your plan at any time. You can do this from your account settings.