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See What's Included
Basic | Membership |
| Back Office | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | ||
| AiK2 Insurance for Wealth Managers Save an average of 15% on insurance premiums. | ||
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| Visory Cybersecurity and IT Services 10% Discount | ||
| Marketing | ||
| TE+A Marketing Agency Save over $500 on marketing services, brand development and more. | ||
| Advisor Websites and Marketing Solutions Free Digital Marketing Assessment, 15% Off Subscriptions and Reduced Setup Fees | ||
| Branded Magazines & Postcards 65% Discount | ||
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | ||
| Snappy Kraken Marketing Automation 15% off one-time setup fee and monthly license fee | ||
| Turnkey Public Relations for Advisors Receive up to 2 extra media placements at no charge. | ||
| Wealthbox CRM Try Wealthbox for free. Save 10% on all plans. | ||
| White Glove Seminars Complimentary Marketing Analysis and $5 Discount Per Household. | ||
| Lifestyle | ||
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | ||
| 1-800 Contacts New Customers Get 20% Off Sitewide | ||
| Goodyear Tire 10% Discount + Flash Deals | ||
| Popular | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| Best Buy Exclusive offers, promos and flash deals | ||
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | ||
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | ||
| Employee Benefits | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | ||
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Best Buy Exclusive offers, promos and flash deals | ||
| Goodyear Tire 10% Discount + Flash Deals | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| Technology | ||
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Best Buy Exclusive offers, promos and flash deals | ||
| Client Intelligence Platform 15% discount | ||
| Compliance Strategy & Technology Solutions Save 20% or More | ||
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | ||
| Visory Cybersecurity and IT Services 10% Discount | ||
| Wealthbox CRM Try Wealthbox for free. Save 10% on all plans. | ||
| Insurance | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| AiK2 Insurance for Wealth Managers Save an average of 15% on insurance premiums. | ||
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| Investment | ||
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | ||
| Alternative Income Solutions Receive a complimentary consultation. Engineering diversified income solutions with low risk of loss, high income, and little or no correlation to broad markets for high net worth individuals and their advisors. | ||
| Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | ||
| Compliance | ||
| Compliance Strategy & Technology Solutions Save 20% or More | ||
| M&A | ||
| Quickline Credit Free application for business capital that will not affect your credit score. Plus, if you don't qualify right away, our partners are here to help you build your credit. | ||
| Sales | ||
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| Wealthbox CRM Try Wealthbox for free. Save 10% on all plans. | ||
| Free Services & Trials | ||
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| CPA Site Solutions Website Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months | ||
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | ||
| TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | ||
| Wealthbox CRM Try Wealthbox for free. Save 10% on all plans. | ||
| Instant Deals | ||
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | ||
| 1-800 Contacts New Customers Get 20% Off Sitewide | ||
| Best Buy Exclusive offers, promos and flash deals | ||
| Constant Contact Email Marketing Platform Activate a free trial and receive 10% off for 12 months | ||
| Goodyear Tire 10% Discount + Flash Deals | ||
| GourmetGiftBaskets.com 20% Discount | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | ||
| Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more. | ||
| QuickBooks Accounting Software Save 30% for 12 months | ||
| Turo Car Rental 35% less than traditional companies and options for drivers under the age of 25 | ||
| UPS Savings Account Save up to 50% on your shipping needs. | ||
| Upside Cash Back on Gas & Food Save $0.30/gal* on gas, and more cashback savings. | ||
| Viome Health Intelligence Save $110 on Viome Health Intelligence Tests | ||
| Winestyr Wine Club Get $40 Off Your First Club Shipment | ||
| Credit Cards & Lending | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Quickline Credit Free application for business capital that will not affect your credit score. Plus, if you don't qualify right away, our partners are here to help you build your credit. | ||