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.
See What's Included
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. | |