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Unlimited

Sign Up Now $90.00 per member / month
and a one time $500.00 activation charge.
Covers guided setup, data load, client scoring & segmentation to maximize platform value.

All features and customizations tools – including “client card” for each household, unlimited custom columns, priority support, case studies, and access to knowledge sharing hub. Best value.

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

Strategic

Sign Up Now $69.00 per member / month
and a one time $500.00 activation charge.
Covers guided setup, data load, client scoring & segmentation to maximize platform value.

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

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

Essential

Sign Up Now $39.00 per member / month
and a one time $500.00 activation charge.
Covers guided setup, data load, client scoring & segmentation to maximize platform value.

Essential elements of the core scoring and segmentation methodology.

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

Add Ons

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 $500.00

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 $2,400.00

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 $11,000.00