ACCESSS TO THIS PAGE IS BY INVITATION.
3 Founding Member Packages Available
In each advisor category* there are limited Founding Member seats open. Do Not Miss Out.
$2,500
Annual Access Fee
$250
Monthly Fee
$10,000/yr.
Thinktank* Access
<15 Min.
Time to Activate
LIMITED FOUNDING MEMBER SEATS AVAILABLE UNDER SPECIAL PRICING.
SOLO|Advisor OS
1 to 10 seats.
$400 to activate now, then $150 monthly.
Annual Access $2,500/yr.
Annual Access $250/yr.
Monthly $250
Monthly $150
Includes membership to *The Network ($10,000/yr.), our members only thinktank, at $0 charge.
3rd grade simple to operate (by design), have your Q&A Portal & URL (like this demo) ready to share with your top 20% clients & their COI in less than 15 minutes.
SME|Advisor OS
11 to 500 seats.
$250 to activate now, then $100 monthly.
Annual Access $2,500/yr.
Annual Access $150/yr.
Monthly $250
Monthly $100
Includes membership to *The Network ($10,000/yr.), our members only thinktank, at $0 charge.
3rd grade simple to operate (by design), have your Q&A Portal & URL (like this demo) ready to share with your top 20% clients & their COI in less than 15 minutes.
ENT|Advisor OS
Annual Access $2,500/yr.
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Monthly $250
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Includes membership to *The Network ($10,000/yr.), our members only thinktank, at $0 charge.
3rd grade simple to operate (by design), have your Q&A Portal & URL (like this demo) ready to share with your top 20% clients & their COI in less than 15 minutes.
*We have 6 advisor categories for accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.
Advisor categories and seats available status: accountants (950 seats), attorneys (950 seats), financial advisors (950 seats), realtors (950 seats) and other trusted advisors (950 seats).
Once a channel hits 950 seats, Founding Member pricing closes and moves to regular pricing. In addition, membership to The Network ($10,000/yr.) is a la carte.
Software membership requires a minimum of 5 years of production.
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