Plans & Pricing | Grow Your Business

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VIP

Membership

$100/month
monthly commitment
Full access to all featured solutions. Members save an average of $18,000 annually by upgrading to VIP.

See What's Included

VIP

Marketing
Client Intelligence Platform
15% discount
Complimentary Website Setup
Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months
Content Marketing Automation for Financial Advisors
20% off one-time setup fee and monthly license fee
Digital Business Cards
15% discount on all purchases
Educational Marketing Systems for Financial Advisors
Save 30% on License Agreement
Full-Service Marketing Agency
Save over $500 on marketing services, brand development and more.
M.A.S.S. Authority™
10% Discount Code CHALICE
Personalized Websites and Automated Marketing Solutions
Free Digital Marketing Assessment, 25% Off Select Subscriptions and Reduced Setup Fees
Personally Branded Magazines
65% Discount Afforded to Members
Premium Done-For-You Seminars for Advisors
Complimentary Marketing Analysis and $5 Discount Per Household.
ROL Advisor
10% Discount on All Plans
Turnkey Public Relations Programs 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.
Client Intelligence Platform
15% discount
Compliance Strategy & Technology Solutions
Save 20% or more
Cybersecurity Across All Devices
Exclusive pricing not available anywhere else.
Digital Business Cards
15% discount on all purchases
Digital Record-Keeping Platform
Digital Signature & Document Management Software
Extended 30-day free trial plus 50% discount for your first year
Divvy, a Bill.com Company
Complimentary with membership. Will match points and cashback perks on other credit cards.
Industry Leading CRM for Financial Advisors
Start a 30 day free trial or connect your existing account. Only $75 per month for up to 15 users. Enter promo code CHALICECRM.
Orion Advisor Technology
Get discounted pricing on Orion Advisor’s Technology. Discounts applicable only to new Orion customers.
SmartRIA Compliance Platform
20% off SmartRIA software. 50% off onboarding services.
Trendrating
15% Discount Off List Price of Standard & Premium Versions
Mergers & Acquisitions
Merchant Banking for Wealth Managers
Complimentary consultation and access to serious buyers and sellers.
Oyster Consulting Solutions
Outsourced roles and software to save you time and reduce risk
Insurance
Business Insurance Exclusively for Wealth and Asset Managers
Exclusive Access and Special Pricing. Members save an average of 15% on annual insurance premiums.
Group Health Insurance, Payroll, and Employee Benefits
Exclusive access and pricing on health insurance. Your alternative to private and exchange plans.
Comprehensive E&O Insurance Coverage
Save up to 15% on your annual policy premium.
Back Office
Group Health Insurance, Payroll, and Employee Benefits
Exclusive access and pricing on health insurance. Your alternative to private and exchange plans.
Accounting Software for Small Businesses
Save 30% for 12 months
Digital Signature & Document Management Software
Extended 30-day free trial plus 50% discount for your first year
Divvy, a Bill.com Company
Complimentary with membership. Will match points and cashback perks on other credit cards.
Free Tax Savings Analysis
Complimentary tax savings analysis ($199 value)
Industry Leading CRM for Financial Advisors
Start a 30 day free trial or connect your existing account. Only $75 per month for up to 15 users. Enter promo code CHALICECRM.
Office Depot Small Business Savings Program
Save Up to 55% On Supplies and Technology
Outsourced CFO & Accounting Services
Savings up to 20%
UPS Savings Account
Save up to 50% on your shipping needs.
Compliance
Compliance Strategy & Technology Solutions
Save 20% or more
Comprehensive E&O Insurance Coverage
Save up to 15% on your annual policy premium.
Cybersecurity Across All Devices
Exclusive pricing not available anywhere else.
SmartRIA Compliance Platform
20% off SmartRIA software. 50% off onboarding services.
Lifestyle
Digital Business Cards
15% discount on all purchases
Everyday Savings & Discounts
$4900 in average annual savings.
Retirement 401ks Made Easy
Exclusive 401k Access
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
Quick and Easy Business Lending
Free application and will not affect your credit score.
Divvy, a Bill.com Company
Complimentary with membership. Will match points and cashback perks on other credit cards.
Fast and Simple Business Financing
Enjoy Discounted Rates
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.
Digital Record-Keeping Platform
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’s Technology. Discounts applicable only to new Orion customers.
Outsourced CIO
20% Discount on Fee Schedule
Oyster Consulting Solutions
Outsourced roles and software to save you time and reduce risk
Retirement 401ks Made Easy
Exclusive 401k Access
Tactical Fund Advisors
Complimentary Consultation
Trendrating
15% Discount Off List Price of Standard & Premium Versions
Weekly Market Commentary Videos
25% Discount ($300 Annual Savings)