Select the license that’s right for you
Choose the products and licenses that work for you. Our pricing is flexible so you can get and pay for exactly what you need.
Group Memberships
Choose the products and plans that work for you. Our pricing is flexible so you can get-and pay for exactly what you need.
Yearly and Monthly group memberships available.
Yearly and Monthly group memberships available.
Compare Features
Feature | Starter | Growth | Engagement | Planning | Premium |
|---|---|---|---|---|---|
Investment / Monthly | $49 | $550 | $600 | $550 | $925 |
Member Directory | |||||
Articles | |||||
Case Studies | |||||
Video Overviews | |||||
Exit Planning Tool Kit | |||||
Discounts on Certification | |||||
One on One Onboarding | |||||
Advisor Collaboration | |||||
Practice Groups | |||||
Access to Strategic Alliances | |||||
Assessment and Discovery Tools | |||||
Automated Newsletters | |||||
Brandable Marketing Content | |||||
Speaking Kit | |||||
White Papers | |||||
Customizable Client Reports & Proposals | |||||
PLANIT Software* | |||||
Intelligent Planning Recommendations | |||||
Interactive Planning Deliverables | |||||
Owner Based Planning Training | |||||
2 Free Starter Plans to Share |
*Limited Access for Engagement License