1 simple plan to fuel your firm's growth

1 simple plan to fuel your firm's growth

EARLY-BIRD PRICING

$299.99/month

Perfect for solo advisors ready to amplify their voice.

  • 1 user license
  • White glove onboarding
  • Unlimited content pieces
  • CRM Integrations
  • FINRA/SEC compliance pre-checks
  • Social media scheduling
  • Email campaign automation
  • Marketing analytics
  • 100 visitor identities
  • Secure media vault
  • Social media audit trails
  • Dynamic prompt library
  • 1 custom lead magnet/whitepaper
  • Custom prompt design

Add-ons

Additional user license: $99/month per user

All the benefits of Premium software plus full-service marketing execution at a fraction of the cost of hiring a team.