For financial advisors

What every stock your client asks about is worth. Under your brand.

Valuations of more than 8,100 stocks across 31 exchanges, from the models that suit each company, explained in plain Spanish or English. A PDF report with your firm's logo and disclaimer, ready in 30 seconds.

Research data, not personalised advice. You decide what you recommend to your client.

What your client receives

Several models, one figure

Discounted cash flow, multiples, Graham, dividends, residual income and analyst price targets, with the confidence of each. More than 8,100 stocks have at least one model; the ones that cannot be valued are marked as such.

In your client's language

Every assumption is explained in one sentence, without jargon, in Spanish or English. Coverage: more than 9,200 stocks across 31 exchanges, from Spain to the United States and Latin America.

Your firm, not ours

Your logo, your legal notice and your registration number (CNMV, CNBV, CMF...) on every page. The ACCE data-source line can be switched off.

How it works

01

Set up your brand

Upload your logo and write your firm's legal notice and registration number. You do it once.

02

Search for a stock

Type the name or ticker your client asked about, from any of the covered exchanges.

03

Download the PDF

In about 30 seconds you have the branded report, ready to send or print.

Pilot for the first firms

We are looking for a few firms to work with for three months.

  • Pilot price: EUR 250 a month for 3 months, VAT not included (USD 275 a month in Latin America). Then EUR 500 a month per firm, up to 5 users, VAT not included (USD 550).
  • Includes unlimited PDF reports (fair use) in Spanish or English with your logo, legal notice and registration number; access to the platform; a 30-minute onboarding session and email replies within 24 business hours.
  • In return we ask for two short feedback calls and, if you are happy, permission to name your firm as a pilot client.
  • No lock-in: cancel any month. After the 3 pilot months the list price applies by itself.
Pricing

One price per firm, not per report

Unlimited branded reports (fair use) on more than 8,100 stocks. Monthly invoice, cancel any month. Prices exclude VAT.

Firm, up to 5 users

For independent advisors and small firms
€250€500a month for the first 3 months, then €500
plus VAT · Cancel any month
  • PDF reports with your logo, legal notice and registration number
  • Plain-language summary written for the client
  • Fair value from several models, with scenarios and warning signs
  • History of the reports you generated

Firm, up to 15 users

For firms with several advisors
€500€1,000a month for the first 3 months, then €1,000
plus VAT · Cancel any month
  • Everything in the 5-user plan
  • Up to 15 advisors from the same firm
  • Priority when adding the stocks your clients ask for

Payment is handled by Stripe. Enter your firm's VAT or tax ID at checkout to get the invoice in the company's name. VAT is applied according to the billing country. If you already have a personal ACCE subscription, change plan from your billing page.

Book your demo

Twenty minutes by video call. We show you a branded report on a stock you choose.

By submitting you agree that we use your details to reply about the demo, as set out in our privacy policy.

Research data, not personalised advice. ACCE Investments is not an authorised investment firm or a registered investment adviser. Prices are shown without VAT.