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

Up to 5 clients

Single user license

Resonate Score^TM

Resonate Reports^TM

Portfolio alignment analysis

Automated suggestion engine

Customizable screening profiles

Christian (Catholic USCCB) screening template

Christian (Protestant) screening template

Transparent screening data

52 faith-based screening categories

Issue severity factors

Positive and negative issue attribution

Household level reporting

Create and save unlimited portfolios

Screen equity mutual funds, ETFs and stocks

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

Unlimited clients

Single user license

Resonate Score^TM

Resonate Reports^TM

Portfolio alignment analysis

Automated suggestion engine

Customizable screening profiles

Christian (Catholic USCCB) screening template

Christian (Protestant) screening template

Transparent screening data

52 faith-based screening categories

Issue severity factors

Positive and negative issue attribution

Household level reporting

Create and save unlimited portfolios

Screen equity mutual funds, ETFs and stocks

Domestic and international stocks

Best for Large teams

Resonate Enterprise

Contact Us

Pricing dependent on users and implementation

Empower your entire team with the ultimate faith-based investing technology for financial advisors.

Contact for pricing

Resonate Essential features, plus:

Multiple user licenses

Custom API feed

Customizable user interface

Technology integration support

Dedicated relationship manager

Whitelabel branding

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