An Unmatchable Plan For Every Firm


Leading investment teams rely on EDS - a centralized platform to analyze and interpret their research intelligence. And we work with every customer to create an unmatchable price & plan that matches your exact requirements - and all at a fraction of what competitive offerings charge. Our pricing is transparent and is based on our five pillars of services.  


Also Unmatchable -  Each Client Has Their Own Dedicated Data Scientist

Unmatchable Service and Pricing 
EDS is 28(e) Eligible 

Start-Up & Small Funds

Full-Scale Investment Process Software for those just launching or under $500M AUM


Key Features

  • Special Discounts 

  • Dedicated Data Scientist 

  • Flexible Risk Platform

  • One Premium Module


A Centralized & Secure Platform to Analyze, Process and Interpret Your Intelligence


Key Features 

  • Dedicated Data Scientist 

  • MSCI Portfolio Risk

  • One Premium Module


Everything in Starter + Best-in-Class Risk/Return Attribution and Factor/ESG Analytics 


Key Features

  • Dedicated Data Scientist 

  • Risk Attribution

  • Return Attribution

  • One Premium Module


A little bit of this and a little bit of that - you choose your features and workflows


Key Features 

  • Dedicated Data Scientist

  • Any Module

  • Custom Modules

  • Custom Analysis


  • A Proof-of-value UPFRONT that is low risk, and high return - No Commitment, Minimal Cost

  • Fundamental data on 10,000+ global companies through FactSet

  • A Highly Trained Data Scientist assigned to your account 

  • Idea Generation, Portfolio Construction & Risk Management modules

  • 100% Configured to Your Investment Process/Workflows

  • Integration with any data or vendor

  • MSCI Portfolio Factors

  • An Intelligent & Purpose-Built Decision-Support Database

  • A Platform that is scalable across the entire investment process lifecycle

  • Includes 3 users + 1 Admin user

THE 5 PILLARS OF PRICING: Transparency is a way of life for EDS - You will never be surprised

  1. Base Platform (Includes 3 Users, 3 Portfolios, 3 Core Modules, 1 Premium Module, 3 Data Feeds)

  2. Number of Users

  3. Number of Portfolios

  4. Number of Modules

  5. Number of Data Feeds



  • Research Management System (RMS) For Document Management

  • Risk Attribution (requires a MSCI or another vendor's ESG model)

  • Return Attribution (requires a MSCI or another vendor's ESG model)

  • ESG Factor Data & Analysis (requires a MSCI or another vendor's ESG model)

  • Customized Data Analysis

  • Additional Users 

  • Additional Portfolios

  • Additional Data Feeds

  • Consulting Services