SOLO

$499 /mo.

(For solo advisors)

Features:

✅ Feedback dashboard

✅ Form editing and sending

✅ Testimonial tracking

✅ Referral nurturing

✅ Custom branding

TEAM

$999 /mo.

(For advisor teams of 2-10)

Everything in the Solo Plan plus:

✅ Advisor performance dashboards

✅ Advisor team ranking

✅ Admin dashboard

Custom Pricing

(For advisor teams 11+)

Everything in the Team Plan plus:

✅ Unlimited advisors

✅ Custom onboarding

✅ Dedicated Account Manager

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