Industry leading software combined with a Web 2.0 environment


billed quarterly

Includes all VPM Online features plus:

  • Design up to 4 Custom Portfolios
  • VPM Connect Social Platform

  • Intraday Market Updates

  • Daily Market Commentary

  • Special Podcasts

Core Plus

Double the custom portfolios of Core and access to VPM's Stock Screening


billed quarterly

Includes all Core features plus:

  •  Design up to 8 Custom Portfolios

  • VPM Stock Screening

  • Advanced Training

  • Personal Advisor Profiles


Unlimited custom portfolios, prebuilt managed portfolios, and industry leading software


billed quarterly

Includes all Core Plus features plus:

  • Design Unlimited Custom Portfolios

  • PortfolioXpert Software

  • Sophisticated Premium Portfolios

Discounts available through strategic partners.

Want to see our software in action?

Contact Us

VPM Partners LLC

Sedona, AZ.

  • 480-237-9358

About VPM

For 20 years, our VPM portfolio management process (Institutional Use Only) has given thousands of advisors the ability to build and maintain quality and scalable strategies. Through integration with partnerships and dozens of prebuilt strategies, VPM and its consultants can guide you through the entire process in building a true scalable and deliverable product suite.

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