Pricing

The Absolute Engagment Engine
Pay monthly
Pay annually
Number of advisors
If you have 50 or more advisors, please contact us.
1
50

Client Insights Feature only
XXX
$USD Per month
One year minimum contract
Full Engagement Engine
XXX
$USD Per month
One year minimum contract
Access to key features
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Access key features to generate leads, engage with prospects, new clients and existing clients and measure and enhance the experience
Client Insights
Lead Connect
Prospect Connect
New Client Connect
Client Connect
Unlimited poll invitations
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Invite unlimited prospects, new clients or existing clients to share input.
Target lists
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Drill down to view action plans for individual clients based on needs, interests and perceptions.
Leadership dashboard
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View data, trends and usage reporting for the firm or by region, office, advisor with drill down to client level
Advisor dashboard
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View data, trends and usage reporting for client base with drill down to client level
Custom polls and workflows
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Create custom polls and workflows to suit your objectives.
Smart profiles and agendas
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Generate agendas that highlight the issues you need to discuss with prospects and clients. Access prospect and client insights to highlight changing needs or sentiment.
Couples reporting
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View combined reports and agendas that highlight key differences between couples
Personalized and branded communications
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Tailored polls and invitations with branded agendas to reflect your objectives.
Personalized workflows
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Tailored workflows to integrate with how you operate today.
Real-time alerts
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Signal targeted follow-up based on client needs or changes over time.
Guided onboarding
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Support, guidance and training to personalize key features and communications and help leaders and advisors succeed
Live user support
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We're here to answer any questions and provide personalized support directly or via the app

Need more support?

You'll work with a senior consultant to provide enhanced guidance. Contact us to discuss how we can work with you and your leadership team to provide enhanced support.
Ongoing advice and support
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Quarterly management review meetings. Insights and recommendations based on results. On-going access to your senior consultant.
Quarterly reviews and updates
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All polls will be reviewed and updated quarterly based on strategic goals
Advisor adoption action plan
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Live training and resources and best practices to support launch and adoption across the organization.
Facilitated strategic planning
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Annual management meeting to examine key priorities and reflect those in your program.

Let's Talk

To discuss how we can support you in reaching your goals, or to ask a question, please choose one of the following.
We look forward to connecting!