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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. 

Features

Users
Up to 2
Up to 6
Custom
Unlimited access to library
A blue checkmark.
A blue checkmark.
A blue checkmark.
New monthly content
A blue checkmark.
A blue checkmark.
A blue checkmark.
Personalized content with your logo
A blue checkmark.
A blue checkmark.
A blue checkmark.
Pre-written email templates
A blue checkmark.
A blue checkmark.
A blue checkmark.
Mailchimp templates
A blue checkmark.
A blue checkmark.
A blue checkmark.
Social media integration
A blue checkmark.
A blue checkmark.
A blue checkmark.
Pre-written social media captions
A blue checkmark.
A blue checkmark.
A blue checkmark.
Pre-written social media captions
A blue checkmark.
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.
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