Chalice Network
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Discounted rates with the solution providers advisors need most

Visit the Marketplace

Membership is closed to new members. Anyone can browse the Marketplace; deals are for members.

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Big firm benefits for independent advisors

Running an independent practice means buying everything yourself. Chalice Network secures discounted rates with the providers advisors use every day, so members get the same benefits and technology offered by the big firms.

Providers in the Marketplace

See every deal
  • Redtail
  • LifeYield
  • SmartRIA
  • Intuit QuickBooks
  • UPS
  • ReminderMedia
  • NRS by Comply
  • Compass CFO Solutions
  • Timber Point Capital Management
  • TIFIN

What your firm runs on, at member rates

  • Insurance and benefits

    Group health through ChaliceMD, E&O and business insurance.

  • Compliance and operations

    Compliance platforms, outsourced CFO services and accounting.

  • Advisor technology

    CRM, proposal generation and tax-efficient planning tools.

  • Marketing and PR

    Branded magazines, educational marketing and media placements.

  • Investments and financing

    Outsourced CIO, business financing and M&A support.

Visit the Marketplace
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Already a member?

Sign in with the email on your membership. We send a one-time code, so there's no password to remember. Then every promo code and partner link in the Marketplace is yours to use.

Member sign in

Can't sign in? Email catherine@chalicenetwork.com.

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A small advisory office lit by a desk lamp at dusk

See the discounts in the Marketplace

Visit the Marketplace