Plans & Pricing | Grow Your Business

Choose a Plan

Free

Membership

Access to a limited set of products and services. Members save an average of $4,900 annually when joining!

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

Free

VIP

Marketing
Brand Development
Save over $500 on an eye-catching new logo and business card design.
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
Marketing Platform® for Small Businesses
Get your first month free on our platform and a complimentary Digital Marketing Consultation.
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 $30 Discount Per Household.
TIFIN Wealth
Enable two TIFIN Wealth solutions and get the third one free.
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)
Educational Marketing Systems for Financial Advisors
Save 30% on License Agreement
ROL Advisor
10% Discount on All Plans
Technology
Client Intelligence Platform
15% discount
Compliance Strategy & Technology Solutions
Save 20% or more
Digital Business Cards
15% discount on all purchases
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 | Save 25%
Military Grade Cybersecurity
Exclusive pricing not available anywhere else.
Risk Alignment Platform
Save 10% off Riskalyze Select and Elite Packages. Savings applicable only to new Riskalyze customers.
SmartRIA Compliance Platform
20% off SmartRIA software. 50% off onboarding services.
Streamlined Alternative Investments
No Cost To Members
TIFIN Wealth
Enable two TIFIN Wealth solutions and get the third one free.
Orion Advisor Technology
Get discounted pricing on Orion Advisor’s Technology. Discounts applicable only to new Orion customers.
Advise “Held Away” 401k Accounts
Exclusive discounts on both "Starter" and "Professional" plans.
Digital Record-Keeping Platform
Sponsor fee waived for the first three months
Trendrating
15% Discount Off List Price of Standard & Premium Versions
Mergers & Acquisitions
M&A Advisory Services
Complimentary Consultation
Oyster Consulting Solutions
Outsourced roles and software to save you time and reduce risk
Largest Buy, Sell, Merge Marketplace
30% off Premier and Plus Subscriptions
Merchant Banking for Wealth Managers
Complimentary consultation and access to serious buyers and sellers.
Support for M&A Transactions
Waived retainer fee for serious inquirers*
Insurance
Group Health Insurance, Payroll, and Employee Benefits
Exclusive access and pricing on health insurance. Your alternative to private and exchange plans.
Affordable Legal Protection
Save hundreds of dollars in savings compared to onsite counsel. 30% off select plans.
Business Insurance Exclusively for Wealth Managers
Exclusive Access and Special Pricing. Members save an average of 15% on annual insurance premiums.
Comprehensive E&O Insurance Coverage
Save up to 15% on your annual policy premium.
Prescription Discount App
Save up to 80% instantly on your prescribed medications.
Back Office
Group Health Insurance, Payroll, and Employee Benefits
Exclusive access and pricing on health insurance. Your alternative to private and exchange plans.
Affordable Legal Protection
Save hundreds of dollars in savings compared to onsite counsel. 30% off select plans.
COO Society
$100 Off Monthly Subscription with Discount Code
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.
Flexible Workspaces Worldwide
Exclusive Offer - Save Up to 20%
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 | Save 25%
Office Depot Small Business Savings Program
Save Up to 55% On Supplies and Technology
UPS Savings Account
Save up to 50% on your shipping needs.
Accounting Software for Small Businesses
Save 30% for 12 months
Billing & Payment Solutions for Financial Planning
Included with Membership ($300 Annual Savings)
Fractional CFO & Accounting Services
Savings up to 20%
Compliance
Compliance Strategy & Technology Solutions
Save 20% or more
Comprehensive E&O Insurance Coverage
Save up to 15% on your annual policy premium.
Military Grade Cybersecurity
Exclusive pricing not available anywhere else.
Risk Alignment Platform
Save 10% off Riskalyze Select and Elite Packages. Savings applicable only to new Riskalyze customers.
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.
Flexible Workspaces Worldwide
Exclusive Offer - Save Up to 20%
Winestyr Wine Club
Get $40 Off Your First Club Shipment
Turo Car Rental
35% less than traditional companies and options for drivers under the age of 25
Lending
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
Tactical Fund Advisors
Complimentary Consultation
Flat-Fee Outsourced Portfolio Management
Reduced Fee: 0.35% of AUM with an annual household cap of $1,200
LifeYield
20% off retail pricing.
Oyster Consulting Solutions
Outsourced roles and software to save you time and reduce risk
Streamlined Alternative Investments
No Cost To Members
TIFIN Wealth
Enable two TIFIN Wealth solutions and get the third one free.
Weekly Market Commentary Videos
25% Discount ($300 Annual Savings)
Orion Advisor Technology
Get discounted pricing on Orion Advisor’s Technology. Discounts applicable only to new Orion customers.
Advise “Held Away” 401k Accounts
Exclusive discounts on both "Starter" and "Professional" plans.
Digital Record-Keeping Platform
Sponsor fee waived for the first three months
Outsourced CIO
20% Discount on Fee Schedule
Trendrating
15% Discount Off List Price of Standard & Premium Versions