Choose a Plan
VIP
Membership
$100/month
annual commitment
90 day free trial
Full access to all featured solutions. Members save an average of $18,000 annually by upgrading to VIP.
VIP |
Marketing | |
Advisor Websites and Marketing Solutions Free Digital Marketing Assessment, 25% Off Select Subscriptions and Reduced Setup Fees | |
Client Intelligence Platform 15% discount | |
Complimentary Website Setup Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months | |
Constant Contact Email Marketing Platform Activate a free trial and receive 10% off for 12 months | |
Educational Marketing Systems for Financial Advisors Save 30% on License Agreement | |
Linq Digital Business Cards 15% discount on all purchases | |
Marketing Automation for Financial Advisors 20% off one-time setup fee and monthly license fee | |
Personally Branded Magazines 65% Discount | |
Premium Done-For-You Seminars for Advisors Complimentary Marketing Analysis and $5 Discount Per Household. | |
ROL Advisor 10% Discount on All Plans | |
Redtail CRM for Financial Advisors Start a 30 day free trial or connect your existing account to get 25% off. | |
TE+A Marketing Agency Save over $500 on marketing services, brand development and more. | |
TIFIN Wealth Enable two TIFIN Wealth solutions and get the third one free. | |
Turnkey Public Relations for Advisors Receive up to 2 extra media placements at no charge. | |
Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | |
Worth Leading Advisors First 30 days free. Gain exposure through high authority content platforms; from print magazine, to newsletters, to social media channels. | |
Technology | |
Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | |
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | |
Client Intelligence Platform 15% discount | |
Compliance Strategy & Technology Solutions Save 20% or More | |
Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | |
Flat-Fee Outsourced Portfolio Management Reduced Fee: 0.35% of AUM with an annual household cap of $1,200 | |
Linq Digital Business Cards 15% discount on all purchases | |
Office Depot Savings Program Save Up to 55% On Supplies and Technology | |
Orion Advisor Technology Get discounted pricing on Orion Advisor Technology. Discounts applicable only to new Orion customers. | |
Redtail CRM for Financial Advisors Start a 30 day free trial or connect your existing account to get 25% off. | |
SmartRIA Compliance Platform 20% off SmartRIA software. 50% off onboarding services. | |
TIFIN Wealth Enable two TIFIN Wealth solutions and get the third one free. | |
Trendrating 15% Discount Off List Price of Standard & Premium Versions | |
Visory Cybersecurity and IT Services 10% Discount | |
Insurance | |
Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | |
Business Insurance for Wealth Managers Save an average of 15% on insurance premiums. | |
Comprehensive E&O Insurance Coverage Save up to 15% on your annual policy premium. | |
LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | |
Back Office | |
Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | |
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | |
Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | |
Free Tax Savings Analysis Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | |
LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | |
Office Depot Savings Program Save Up to 55% On Supplies and Technology | |
Outsourced CFO & Accounting Services Savings up to 20% | |
QuickBooks Accounting Software Save 30% for 12 months | |
Redtail CRM for Financial Advisors Start a 30 day free trial or connect your existing account to get 25% off. | |
UPS Savings Account Save up to 50% on your shipping needs. | |
Visory Cybersecurity and IT Services 10% Discount | |
Compliance | |
Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | |
Compliance Strategy & Technology Solutions Save 20% or More | |
Comprehensive E&O Insurance Coverage Save up to 15% on your annual policy premium. | |
SmartRIA Compliance Platform 20% off SmartRIA software. 50% off onboarding services. | |
Visory Cybersecurity and IT Services 10% Discount | |
Lifestyle | |
BenefitHub Discount Marketplace Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | |
1-800 Contacts New Customers Get 20% off Sitewide + Free Shipping! | |
Goodyear Tire Exclusive offers, promos and flash deals | |
Linq Digital Business Cards 15% discount on all purchases | |
Turo Car Rental 35% less than traditional companies and options for drivers under the age of 25 | |
Winestyr Wine Club Get $40 Off Your First Club Shipment | |
Lending | |
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | |
Fast and Simple Business Financing Enjoy Discounted Rates | |
Small Business Lending Free application and will not affect your credit score. | |
Investment | |
Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | |
Alternative Income Solutions Receive a complimentary consultation. Engineering diversified income solutions with low risk of loss, high income, and little or no correlation to broad markets for high net worth individuals and their advisors. | |
Coinbase Crypto Platform Sign Up and Get Up to $200 in Crypto | |
Flat-Fee Outsourced Portfolio Management Reduced Fee: 0.35% of AUM with an annual household cap of $1,200 | |
LifeYield 20% off retail pricing. | |
Orion Advisor Technology Get discounted pricing on Orion Advisor Technology. Discounts applicable only to new Orion customers. | |
Outsourced CIO 20% Discount on Fee Schedule | |
Retirement 401ks Made Easy Exclusive 401k Access & Rates | |
TIFIN Wealth Enable two TIFIN Wealth solutions and get the third one free. | |
Trendrating 15% Discount Off List Price of Standard & Premium Versions | |
Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | |
Legal | |
LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | |
Payroll | |
Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | |
QuickBooks Accounting Software Save 30% for 12 months | |
Accounting | |
Free Tax Savings Analysis Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | |
QuickBooks Accounting Software Save 30% for 12 months | |
Employee Benefits | |
Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months. | |
Retirement 401ks Made Easy Exclusive 401k Access & Rates | |
Professional Development | |
Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months. |