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Annual
10% Off

Unlimited

Sign Up Now $90 per member / month

All features. “Client card” for each household, unlimited business development columns, priority support, and knowledge sharing hub. Best value.

✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.

  • Unlimited Custom Columns for Opportunity Mining and Max Impact
  • One-click Client Card for Every Household, the Ultimate Meeting Prep Feature
  • Priority Support
  • Access to Knowledge Sharing Hub
  • Custom Weighting
  • Score Calculation and Ranking
  • Segmentation
  • Run Default Calcs Button for 80/20 Rule
  • Custom Calibration
  • Custom Branding

Strategic

Sign Up Now $69 per member / month

Full scoring and segmenting functionality with elements of enhanced customization, including 5 custom columns.

✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.

  • Up to 5 Custom Columns for Opportunity Mining and Max Impact
  • Custom Weighting
  • Score Calculation and Ranking
  • Segmentation
  • Run Default Calcs Button for 80/20 Rule
  • Custom Calibration
  • Custom Branding

Essential

Sign Up Now $39 per member / month

Essential elements of the core scoring and segmentation methodology.  Best for practice management and organizational purposes only.

✓ Included – “Gold-Glove” onboarding for step-by-step setup and client segmentation to maximize platform value.

  • Custom Weighting
  • Score Calculation and Ranking
  • Segmentation
  • Run Default Calcs Button for 80/20 Rule
Add Ons

One-on-One Personalized Onboarding

Personalized onboarding session(s) with an expert advisor. Includes customized walkthrough, tailored guidance, and hands-on help to ensure your setup and segmentation are aligned with your goals from day one.

Best For
Advisors who want expert support upfront to confidently launch with maximum effectiveness, avoid missteps and delays, and accelerate value from the platform right away.

Add to cart $250

Elite Management Program

Comprehensive, high-touch consulting tailored to advisors aiming for maximum ROI. Includes 24/5 direct access to the expert team, collaboration with advisor staff, and monthly 90-minute calls covering end-to-end consulting. This program targets operationalizing segmentation, maximizing value from client tiers, and preparing for the next year.

Best For
Advisors who prefer or require top of the line consultation and support, who want to involve staff, and who want to have the best chance to 3X their return in 6 months and 5-10X over the course of 1 year.

Add to cart $11,000

Growth Partnership

Monthly 45-minute check-ins for one year to ensure consistent progress. Includes tailored recommendations, best practices, and ongoing support to refine segmentation strategies, address challenges, and optimize results as your client base evolves.

Best For
Advisors seeking regular expert check-ins and input to continuously improve and enhance their ROI on the system and their practice throughout the year.

Add to cart $2,400

Foundation

A one-time 90-minute strategy session to jumpstart your segmentation efforts. Advisors receive personalized guidance on methodology, implementing core strategies, identifying immediate opportunities, and building a foundation for success.

Best For
Advisors who are typically do-it-yourselfers, looking for a cost-effective way to get them started so they can implement the system correctly and efficiently

Add to cart $500
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