Monthly flexibility. Annual savings.
Get 2 months free (a 17% savings) with an annual plan.
Save 17%
Research
$119*/ month
$49per additional user
- Industry research reports
- Quarterly economic updates
- Email support
*Annual contract required
Value
$359/ month
$119per additional user
- Public company data
- M&A transaction data
- Economic data
- Industry data
- Closed-end fund data
- Saved searches
- Excel add-in
- Email and phone support
Pro
$499/ month
$159per additional user
- Everything in Value
- Industry research reports
- Quarterly economic updates
- Email alerts
- Footnote data
- Corporate bond data
- Private company data
- Private equity data
- Advisor data
- Bank call and UBPR reports
Enterprise
Custom
discounts on additional users
- Everything in Pro
- API access
- CRM integrations
- Dedicated account manager
- SLA guarantees
- Volume discounts
- On-site training
- Custom Excel models
Research
$1,190/ year
$490per additional user
- Industry research reports
- Quarterly economic updates
Value
$3,590/ year
$1,190per additional user
- Public company data
- M&A transaction data
- Economic data
- Industry data
- Closed-end fund data
- Saved searches
- Excel add-in
- Email and phone support
Pro
$4,990/ year
$1,590per additional user
- Everything in Value
- Industry research reports
- Quarterly economic updates
- Email alerts
- Footnote data
- Corporate bond data
- Private company data
- Private equity data
- Advisor data
- Bank call and UBPR reports
Enterprise
Custom
discounts on additional users
- Everything in Pro
- API access
- CRM integrations
- Dedicated account manager
- SLA guarantees
- Volume discounts
- On-site training
- Custom Excel models
Affordable plans. Incredible value.
We're making great financial data accessible to everyone.
| Research | Value | Pro | Enterprise | |
|---|---|---|---|---|
| Research | ||||
| Industry Research Reports |
✓ |
- |
✓ |
✓ |
| Quarterly Economic Updates |
✓ |
- |
✓ |
✓ |
| Data | ||||
| Public Companies | - |
✓ |
✓ |
✓ |
| Economic and Industry Data | - |
✓ |
✓ |
✓ |
| Analyst Estimates and Recommendations | - |
✓ |
✓ |
✓ |
| M&A Transactions | - |
✓ |
✓ |
✓ |
| Executive Profiles and Compensation | - |
✓ |
✓ |
✓ |
| Closed-End Mutual Funds | - |
✓ |
✓ |
✓ |
| Corporate Bond Data | - | - |
✓ |
✓ |
| Footnotes and As-Reported Data | - | - |
✓ |
✓ |
| Middle-Market Companies | - | - |
✓ |
✓ |
| Private Equity Firms | - | - |
✓ |
✓ |
| M&A Advisors (Financial and Legal) | - | - |
✓ |
✓ |
| FDIC Banks | - | - |
✓ |
✓ |
| Features | ||||
| Public Company Searches | - |
✓ |
✓ |
✓ |
| Saved Lists | - |
✓ |
✓ |
✓ |
| Economic and Industry Data Searches | - |
✓ |
✓ |
✓ |
| M&A Transaction Searches | - |
✓ |
✓ |
✓ |
| CSV Exports | - |
✓ |
✓ |
✓ |
| Private Company Searches | - | - |
✓ |
✓ |
| Private Equity Firm Searches | - | - |
✓ |
✓ |
| M&A Advisor Searches | - | - |
✓ |
✓ |
| People Searches | - | - |
✓ |
✓ |
| Key Executive Email Lookup1 | - | - | 500/month | 500/month |
| Excel | ||||
| Excel Add-In | - |
✓ |
✓ |
✓ |
| Model Library | - |
✓ |
✓ |
✓ |
| Function Builder | - |
✓ |
✓ |
✓ |
| Save As Values | - |
✓ |
✓ |
✓ |
| Convert From Values | - |
✓ |
✓ |
✓ |
| Integrations | ||||
| API Access | - | - | - |
✓ |
| CRM Integrations | - | - | - | Coming Soon |
| Support | ||||
| TagniFi University | - |
✓ |
✓ |
✓ |
| Live Training | - |
✓ |
✓ |
✓ |
| Email Support |
✓ |
✓ |
✓ |
✓ |
| Phone Support | - |
✓ |
✓ |
✓ |
|
Capital IQ Model Conversion2 |
- |
✓ |
✓ |
✓ |
| 1. Additional email credits available on request. | ||||
| 2. Additional charges may apply. |