Discounts

Discounts

$300 off annual subscription

Goals-based financial planning software.

25% discount

Cash flow and goals-based financial planning software.

$500-$700 off annual premium

Errors & Omissions (E&O) professional liability insurance.

TwentyOverTen

2 months free + $100 off additional packages

Financial advisor website design firm.

20% off annual subscription + 1 month free

Secure, online form builder software.

Free profile + discounted premium profile

Fee-Only, fiduciary financial advisor search website.

$200/hour for project-based compliance consulting

Compliance consulting firm.

Free standard membership + 20% off additional packages

Financial advisor business development and practice management service.

45%+ discount

Email, website and social media archival software.

25% discount

Compliance management software.

20% discount

Investment research tool.

20% discount

Estate planning software.

15% discount

Investment research tool.

20% discount

Online scheduling software.

20% discount off first month

Cybersecurity compliance software.

30% discount

Visual organizer for a household’s finances.

$49/month

Financial plan monitoring software.

10% discount

Risk tolerance assessment tool.

5% discount

Financial planning software.

25% off initial purchase

Financial planning software.

Various

Risk tolerance assessment tool.

$100 off annually

Social Security planning software.

10% discount

Tax analysis software tool.

10% discount

Risk tolerance assessment tool.

20% discount

Student loan planning software.

1 month free

Automated client questionnaire software.

Various

Risk tolerance assessment tool.

20% discount

Web meeting tool.

$100 off annually

Retirement and financial planning software.

30% off initial purchase

Tax utility software.

$100 off annually

Financial planning software for tax-efficient withdrawals.

$100 bundle

CRM software tool.

10% discount

Risk tolerance assessment tool.

15% discount

Cybersecurity compliance software.

25% off 1st month or quarter

Secure, web-based document management system.

25% discount

Secure, storage and sharing of critical client legal and financial documents.

25% discount

Secure transcription service.

25% discount

Secure, web-based document management system.