We are excited to share some exciting changes to our online portal! For months we have been working hard on making some important updates based on feedback from you, our customers.
Buy only what you need - Our new subscription model is based on purchasing only the institution ranks you need access to each quarter.
Here are some of the other changes that will be launched this week:
- Plans based on the quantity of ranks you look up each quarter.
- Access to current ranks anytime during the quarter as well as the ability to purchase historical data.
- Easier navigation and more user-friendly search parameters.
In addition, these tailored aspects of the portal will be available to our Premium and Enhanced plan subscribers:
- The ability to create watch lists each quarter that can be modified and customized.
- Create and share watch lists with members of your team.
- The ability to upload institution lists into the portal.
- The ability to set rank alerts.
Below is a snapshot of the features included in each plan!
Customers with an existing annual subscription will be converted to a plan inclusive of features in your current subscription. At the end of your existing subscription, you will be required to choose a new plan that fulfills your requirements.
No pre-orders of subscriptions will be allowed.
We hope you find these updates more user-friendly and effective based on your portal usage. If you have feedback about the portal, please don’t hesitate to Contact Us.
John E Rickmeier, CFA, President
Robin Rickmeier, Marketing Director