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FIND YOUR ADVIISOR

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BECOME AN ADVIISOR

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Flexible Options

Flexible Options

Since we’re a startup, the first 12 months are free! After that you have three plans to choose from

Simple

$20/ month
  • Personal (or) Commercial (Choose 1)
  • Property and Casualty (or) Life and Health (Choose 1)
  • Select up to 5 industries of focus

Advanced

$30/ month
  • Personal & Commercial
  • Property and Casualty (or) Life and Health (Choose 1 for Personal and 1 for Commercial)
  • Select up to 7 industries of focus

Pro

$50/ month
  • Personal & Commercial
  • A la carte (Choose any combinations of Personal and Commercial Services)
  • Select up to 7 industries of focus

Industries of Focus

  • Agribusiness and Food Practice

  • Cannabis Practice

  • Construction Practice

  • Entertainment/ Sport Practice

  • Financial Institutions Practice

  • Healthcare Practice

  • Hospitality Practice

  • Real Estate Practice

  • Transportation Practice

  • Specialty Practice

  • Aviation

  • Law Firms

  • NonProfit

  • Technology

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