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Mergers & Acquisitions
Orion Advisor Technology
Receive discounted pricing and experience integrated independence with industry-leading technology performance reporting, re-balancing, and fee billing.
Slack is an easier, new way to communicate with your team. It's faster, better organized, and more secure than email.
Trendrating delivers an unbiased, objective, disciplined “reality check” about the strength and quality of trends necessary to achieve superior performance on a consistent basis.
Digital Record-Keeping Platform
Vestwell helps advisors more effectively scale and service the small plan retirement market...on their terms. By tackling friction points stemming from decades-old technology, we've completely rearchitected 401(k) and 403(b) plans to deliver a better experience for everyone.
Leverage a prospect conversion platform that provides a highly visual and sophisticated risk assessment – it’s a perfect call-to-action and comes with a 10% savings.
Better manage and maintain client relationships while ensuring a consistent experience for all parties. Our easy-to-use, cost-effective CRM is designed for today’s wealth advisor – save 25%.
QuickBooks Accounting Software
Gain access to the best-in-class accounting software that 4.3M businesses use to simplify and easily manage financial reporting – best of all, it’s at a 30% lifetime savings.
Save time and $100 a month delivering real-time valuations to your clients and advice on their biggest asset thru BizEquity — the worlds leading and only patented online business valuation service.
Leverage industry-leading planning technology that empowers you to provide advice with deeper insight and build stronger relationships. Save 20% on Plus, Pro, and Premier packages.
Chalice Advisor Lending Solutions
Make the most of your growth opportunities with preferred lending solutions – whether completing an acquisition, consolidating debt, or facilitating succession, find the support you need.
Live Oak Bank
The Bank for Independent Investment Advisors. Leading the industry as a thought leader, provider of capital and consultant to advisors.
Succession Link Advisor Marketplace
Find the best matches for your business on the leading platform connecting financial services professionals interested in buying, selling or merging their businesses – receive a free listing.
Kupfer & Associates, PLLC
From startup to exit the attorneys at Kupfer & Associates bring a business owner’s mentality to the practice of law.
Help clients take home higher after-tax income. Our tax-efficiency analysis clearly shows the tax impact on a portfolio and helps you recommend more tax-efficient strategies – and save 15%.
Access a wide variety of alternative investments from well-known sponsors. Altigo streamlines the subscription process, helps reduce errors and saves you valuable time—available to you at no cost.
Chalice Insured Savings Account
Gain access to your clients’ non-managed, held-away cash deposits. Our liquid, position-traded high-yield savings account is an FDIC-insured cash management solution that better serves clients.
Group Health Insurance, Payroll Processing, and Employee Benefits
Through our exclusive PEO relationship, access national group health insurance plans, 401k plans, professional payroll processing and HR Guidance, among other benefits usually only available to larger companies.
Access to real and relevant deals every day for everyone! Incredible savings of up to 60% on hotels, 30% on movie tickets, 60% on apparel and many more! $4900 in average annual savings.
Logo & Brand Development
Impress your clients and prospects with a high impact logo, tagline and corporate materials. Take advantage of exclusive pricing on custom-designed logos, taglines, and messaging. Get started fast and cost-effectively.
Complimentary Website Setup
First impressions are now made online. Stand out from your competitors with a modern website and get complimentary setup.
The Turnkey, Inbound Marketing Solution for Financial Advisors. Email marketing, social media scheduling, landing pages and content marketing - Lead Pilot puts everything in one place, eliminating the need to pay for and manage multiple systems.
Personally Branded Magazines
Connect with past clients, present clients, and prospects regularly by sending them a free bimonthly subscription to your very own magazine.
Turnkey Video System
Attract new clients and turn current clients into raving fans who refer often. Stand out with educational and entertaining videos and engage prospects and clients with your digital presence.
The only prospecting and client outreach campaigns that offer 100% regional exclusivity for financial advisers who demand to stand out!
Websites & Content Marketing
Twenty Over Ten’s suite of digital marketing tools, including traffic-driving websites, customizable content, and dynamic landing pages help advisors drive, capture and convert more leads.
Anchor Point Weekly Market Commentary
Provide your clients with the only fully white-labeled video commentary designed to cover all aspects of the investment markets for the lowest price possible.
Insurance Products & Streamlined Back Office Support
Access fixed annuities, FIAs, IUL, whole life and many other insurance solutions—400+ products from 35+ insurance carriers—as alternatives for the fixed portion of client portfolios. No need to add overhead or staff to your practice.
Comprehensive Errors & Omissions Insurance Coverage
Save up to 15% on your annual premium on various insurance coverages including: Professional Liability (E&O), Directors & Officers Liability (D&O), Employment Practices Liability (EPL) and more.
Flexible Month-to-Month Office Space
Lease the perfect home for your business, at 20% savings. Our flexible solution provides convenient access to your target market and the ability to maximize financial and operational efficiency.
Fractional CFO & Accounting Services
The industry leader in outsourced CFO, accounting services, and trusted advice for the wealth management industry. Members save up to 20% on services available.
Master Compliance with Greater Confidence
Ensure your business has a solid compliance foundation and safeguard your reputation. Our compliance solutions are time- and resource-efficient and come with a 20% savings or more.
Fine Wine and Luxury Hotel Private Offering
ProofLoyalty is providing Chalice members exclusive access to some of the most hard-to-find wines and luxury hotels on the market. All wines and hotel bookings are available for purchase on a dedicated website, giving only members access to these "insider" offers.
FSP - The Premier Association in Financial Services
FSP is a multidisciplinary community of financial professionals who enjoy access to world-class educational resources and a robust portfolio of professional and practical benefits.