Choose a Plan
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 | |
| 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) | |
| 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. | |
| Billing & Payment Solutions for Financial Planning Included with Membership ($300 Annual Savings) | |
| Client Intelligence Platform 15% discount | |
| Compliance Strategy & Technology Solutions Save 20% or more | |
| Cybersecurity Across All Devices Exclusive pricing not available anywhere else. | |
| Cybersecurity and IT Managed Services 10% Discount | |
| 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. | |
| Risk Alignment Platform Save 10% off Riskalyze *Savings applicable only to new 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. | |
| Trendrating 15% Discount Off List Price of Standard & Premium Versions | |
| Mergers & Acquisitions | |
| M&A Advisory Services Complimentary Consultation | |
| 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 | |
| Support for M&A Transactions Waived retainer fee for serious inquirers* | |
| 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. | |
| Affordable Legal Protection Save hundreds of dollars in savings compared to onsite counsel. 30% off select plans. | |
| 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. | |
| Accounting Software for Small Businesses Save 30% for 12 months | |
| Affordable Legal Protection Save hundreds of dollars in savings compared to onsite counsel. 30% off select plans. | |
| Billing & Payment Solutions for Financial Planning Included with Membership ($300 Annual Savings) | |
| COO Society $100 Off Monthly Subscription with Discount Code | |
| Cybersecurity and IT Managed Services 10% Discount | |
| 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. 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. | |
| Risk Alignment Platform Save 10% off Riskalyze *Savings applicable only to new 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% | |
| 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 | |
| Streamlined Alternative Investments No Cost To Members | |
| TIFIN Wealth Enable two TIFIN Wealth solutions and get the third one free. | |
| Tactical Fund Advisors Complimentary Consultation | |
| Trendrating 15% Discount Off List Price of Standard & Premium Versions | |
| Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | |