No setup fees. No contracts. Cancel anytime.
Standard: $250 a month for one seat.
Teams: $350 a month for two seats, plus $50 for each added seat, up to five seats.
Search a pre-loaded advisor list built for recruiting.
Move any prospect to your pipeline in one click.
Find phone and email details directly on the profile.
Capture AUM, production, and payout as you go.
Keep calls, notes, and schedule reminders in one place.
See advisor moves detected and the firms gaining and losing advisors.