Research access for portfolio modeling and methodology review.
Access Cali Advisory's model portfolio library, scenario tools, methodology documentation, exports, and research workflow support.
Research and planning tools only — not personalized investment advice.
Professional
Independent analysts and professionals evaluating portfolio structure and risk.
- Model portfolio library and risk bands
- Scenario and stress analysis tools
- Portfolio diagnostics and exports
- Methodology documentation access
Access activates using your checkout email after sign-in.
Institutional
RIAs, family offices, and investment committees using the platform for internal review.
- Everything in Professional
- Full methodology and policy documentation
- Model versioning and change history
- Audit-friendly reporting outputs
Access activates using your checkout email after sign-in.
Enterprise
Internal deployment, custom model libraries, and expanded usage.
- Expanded usage limits
- Internal deployment options
- Governance and audit support
- Dedicated onboarding
Activation
Subscriptions are purchased on the Cali Technologies website and linked to the email used at checkout. Sign in with that email to unlock research access in the platform.
Explore the research workspace
Open the Portfolio Strategy Simulator to review capabilities, or contact Cali for institutional walkthroughs.