Discounts
20% discount
Web meeting tool.
25% discount
Compliance management software.
20% discount
Investment research tool.
$100 off annually
Financial planning software for tax-efficient withdrawals.
20% discount
Online scheduling software.
20% discount
Estate planning software.
20% discount
Student loan planning software.
10% discount
Risk tolerance assessment tool.
25% discount
Secure, storage and sharing of critical client legal and financial documents.
1 month free
Automated client questionnaire software.
$100 bundle
CRM software tool.
Discounts on all Services
GPN Network’s Marketing Experts
Here to help you grow your RIA
25% discount
Secure, web-based document management system.
15% discount
Cybersecurity compliance software.
Various
Risk tolerance assessment tool.
$300 off annual subscription
Goals-based financial planning software.
15% discount
Investment research tool.
Various
Risk tolerance assessment tool.
$100 off annually
Retirement and financial planning software.
$100 off annually
Social Security planning software.
25% off 1st month or quarter
Secure, web-based document management system.
10% off for the first 12 months
A new way to communicate with clients.
45%+ discount
Email, website and social media archival software.
30% off initial purchase
Thousands of tax-related worksheets, calculators, forms, and flowcharts.
20% Discount
Investment research tool.
5% discount
Financial planning software.
25% discount
Secure transcription service.
30% discount
Visual organizer for a household’s finances.
20% off annual subscription + 1 month free
Secure, online form builder software.
10% discount
Risk tolerance assessment tool.
$80 per month
Cybersecurity compliance software.
2 months free + $100 off additional packages
Financial advisor website design firm.
Free profile + discounted premium profile
Fee-Only, fiduciary financial advisor search website.
16% off for life
Own Your Cloud and don’t let your be sold data with this FINRA 16a-4 Compliant File Sync, Share & Backup SaaS
$200/hour for project-based compliance consulting
Compliance consulting firm.
10% discount
Tax analysis software tool.
20% discount
User-led financial planning and wellness.
10% discount
Risk tolerance assessment tool.
$49/month
Financial plan monitoring software.
$500-$700 off annual premium
Errors & Omissions (E&O) professional liability insurance.
25% discount
Cash flow and goals-based financial planning software.
25% off initial purchase
Financial planning software.
Free standard membership + 20% off additional packages
Financial advisor business development and practice management service.