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Billed Yearly
Billed Monthly
Small
Team
Save $250
$99
/Month
$1188
/Year

Licence includes primary advisor + one team member.

Mid-sized
Team
Save $444
$249
/Month
$2988
/Year

Licence includes primary advisor + 5 team members. Associates, Administrators etc.
*Note all team members must share the same client base.

Features

Users
Up to 2
Up to 6
Unlimited access to library
A blue checkmark.
A blue checkmark.
New monthly content
A blue checkmark.
A blue checkmark.
Personalized content with your logo
A blue checkmark.
A blue checkmark.
Pre-written email templates
A blue checkmark.
A blue checkmark.
Mailchimp templates
A blue checkmark.
A blue checkmark.
Social media integration
A blue checkmark.
A blue checkmark.
Pre-written social media captions
A blue checkmark.
A blue checkmark.
Pre-written social media captions
A blue checkmark.
A blue checkmark.
Billed Yearly
Billed Monthly
Small Team
Save $250
$99
/Month

Licence includes primary advisor + one team member.

Mid-sized Team
Save $444
$249
/Month

Licence includes primary advisor + 5 team members. Associates, Administrators etc.
*Note all team members must share the same client base.

Enterprise

Need access for more than 6 team members? Let's talk. 

All Plans Include

Unlimited access to library
A blue checkmark.
New monthly content
A blue checkmark.
Personalized content with your logo
A blue checkmark.
Pre-written email templates
A blue checkmark.
Mailchimp templates
A blue checkmark.
Social media integration
A blue checkmark.
Pre-written social media captions
A blue checkmark.
Pre-written social media captions
A blue checkmark.
Need more time?
get 7 more days free

Need more customization?

Talk to us about our enterprise deals.
Embeddable video links you can use directly in your platform
A blue checkmark.
Downloadable infographics with your logo
A blue checkmark.
Custom branded videos with your logo at the beginning and end
A blue checkmark.
More customization, depending on your needs
A blue checkmark.