Pricing
Pricing below is for access to full functionality.
Ask about our 'foundational feedback' pricing to get started
Ask about our 'foundational feedback' pricing to get started
Pay monthly
Pay annually
XXX
$USD Per month
One year minimum contract
Speak with us for custom pricing.
Access to all ‘done-for-you’ 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
Client Connect
New Client Connect
Prospect Connect
Custom polls and workflows
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Create custom polls and workflows to suit your objectives.
Unlimited poll invitations
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Invite unlimited prospects, new clients or existing clients to share input.
Personalized and branded communications
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Tailored polls and invitations with branded agendas to reflect your objectives.
Real-time ‘next action’ alerts
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Signal targeted follow-up based on client needs or changes over time.
Advisory team dashboard
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View data, trends and usage reporting for client base with drill down to client level.
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.
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!