Plans & Pricing | Grow Your Business | Chalice Network

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

Employee Benefits
Paychex Group Health Insurance
Save 35% on group health insurance, free EPLI and 401(k)
Onboarding and Employee Training Software
7 Day Free Trial. 10% Off Your First 12 Months.
Marketing
Advisor Websites and Marketing Solutions
Free Digital Marketing Assessment, 15% Off 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
Personally Branded Magazines
65% Discount
ROL Advisor
10% Discount on All Plans
Skillshare Online Courses
Free 30-Day Trial + 40% Off Membership
Snappy Kraken Marketing Automation
15% off one-time setup fee and monthly license fee
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)
White Glove Seminars
Complimentary Marketing Analysis and $5 Discount Per Household.
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.
Best Buy
Exclusive offers, promos and flash deals
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
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
Mergers & Acquisitions
Support for M&A Transactions
Waived retainer fee for serious inquirers*
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)
1-800 Accountant
Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks
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
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
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
Allbirds: Sustainable Shoes & Clothing
Save Up to 40% + Flash Deals
Goodyear Tire
10% Discount + Flash Deals
GourmetGiftBaskets.com
30% Discount
Hydro Flask
Get Up to 40% Off. Limited time only, while supplies last.
Linq Digital Business Cards
15% discount on all purchases
Quest Health
Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more.
Turo Car Rental
35% less than traditional companies and options for drivers under the age of 25
Upside Cash Back on Gas & Food
Save $0.30/gal* on gas, and more cashback savings.
Winestyr Wine Club
Get $40 Off Your First Club Shipment
Viome Health Intelligence
Save $110 on Viome Health Intelligence Tests
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.
Outsourced CIO
20% Discount on Fee Schedule
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)
Professional Development
Onboarding and Employee Training Software
7 Day Free Trial. 10% Off Your First 12 Months.
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
1-800 Accountant
Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks
QuickBooks Accounting Software
Save 30% for 12 months
Events
White Glove Seminars
Complimentary Marketing Analysis and $5 Discount Per Household.
Employee Benefits
Skillshare Online Courses
Free 30-Day Trial + 40% Off Membership
Upside Cash Back on Gas & Food
Save $0.30/gal* on gas, and more cashback savings.
Professional Development
Skillshare Online Courses
Free 30-Day Trial + 40% Off Membership
Insurance
Quest Health
Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more.