Priced to Scale
Even Goldilocks found one that felt just right.
Have a guilt free look around
Access to the Job Board (*but cannot apply to postings)
Profile included in the Specialist Marketplace
Everything to get you started
Distinguished vendor profile in the Specialist Marketplace
Access to client compliance program management tools
Everything in All Access, plus
Preferred vendor profile in the Specialist Marketplace
Preferential pricing of bespoke plans for your clients
Template tasks, policies, reviews, risks, and forms
Custom client resources portal
How many clients do I need to be a part of the Partner Program?There's no minimum client requirement. However, given it is a bulk client management tool, at least two or more clients are needed to see real value in the product. (And get the most bang for buck!) Additionally, consultants do receive better discounted pricing and more plan customizations are offered to those who onboard 25+ clients versus someone who onboards three.
What's your 60 day money back guarantee?Sorry, this guarantee is only offered to our investment advisers who come through us directly (not through a specialist). We aim to please though, so if you're unhappy with the service, please reach out to us at firstname.lastname@example.org and let us know how we can turn that frown upside down.
How is the set up fee determined?Our setup fee is the technology costs borne by us to set up your customized package of plans and pricing to offer your clients. So, it is largely dependent on how bespoke your requests are and how many clients you will be onboarding with us.