Resonate Features and Pricing

Simple plans with simple pricing make it easy for you to start resonating today!
Most Popular
Best for New advisors
Resonate Starter
$50
/ mo
Up to 5 clients
Get started with faith-based investing  with up to five clients.
Start Resonating Today
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Up to 5 clients
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Single user license
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Resonate ScoreTM
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Resonate ReportsTM
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Portfolio alignment analysis
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Automated suggestion engine
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Customizable screening profiles
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Christian (Catholic USCCB) screening template
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Christian (Protestant) screening template
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Transparent screening data
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52 faith-based screening categories
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Issue severity factors
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Positive and negative issue attribution
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Household level reporting
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Create and save unlimited portfolios
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Screen equity mutual funds, ETFs and stocks
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Domestic and international stocks
Best for Established Advisors
Resonate Essential
$150
/ mo
Unlimited clients
Everything you need to incorporate faith-based investing across your entire practice.
Start Resonating Today
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Unlimited clients
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Single user license
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Resonate ScoreTM
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Resonate ReportsTM
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Portfolio alignment analysis
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Automated suggestion engine
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Customizable screening profiles
Checkmark
Christian (Catholic USCCB) screening template
Checkmark
Christian (Protestant) screening template
Checkmark
Transparent screening data
Checkmark
52 faith-based screening categories
Checkmark
Issue severity factors
Checkmark
Positive and negative issue attribution
Checkmark
Household level reporting
Checkmark
Create and save unlimited portfolios
Checkmark
Screen equity mutual funds, ETFs and stocks
Checkmark
Domestic and international stocks
Best for Large teams
Resonate Enterprise
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Pricing dependent on users and implementation
Empower your entire team with the ultimate faith-based investing technology for financial advisors.
Resonate Essential features, plus:
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Multiple user licenses
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Custom API feed
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Customizable user interface
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Technology integration support
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Dedicated relationship manager
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Whitelabel branding