Choose a Plan
See What's Included
Membership |
| Back Office | |
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | |
| TAMP Helping Advisors Achieve Scalable Growth We will offer discounted pricing on the first year of service and onboarding expenses. | |
| National Consulting Firm Our members receive a 20% discount for the first year of services. This includes consulting, testing and mock exams. | |
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | |
| AiK2 Insurance for Wealth Managers Save an average of 15% on insurance premiums. | |
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | |
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | |
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | |
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | |
| QuickBooks Accounting Software Save 30% for 12 months | |
| UPS Savings Account Save up to 50% on your shipping needs. | |
| Visory Cybersecurity and IT Services 10% Discount | |
| Marketing | |
| Advisor Websites and Marketing Solutions Free Digital Marketing Assessment, 15% Off Subscriptions and Reduced Setup Fees | |
| Branded Magazines & Postcards 65% Discount | |
| Constant Contact Email Marketing Platform Activate a free trial and receive 10% off for 12 months | |
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | |
| Linq Digital Business Cards 15% discount on all purchases | |
| Redtail CRM for Financial Advisors Start a 30 day free trial or connect your existing account to get 25% off. | |
| Snappy Kraken Marketing Automation 15% off one-time setup fee and monthly license fee | |
| Turnkey Public Relations for Advisors Receive up to 2 extra media placements at no charge. | |
| Wealthbox CRM Try Wealthbox for free. Save 10% on all plans. | |
| White Glove Seminars Complimentary Marketing Analysis and $5 Discount Per Household. | |
| Lifestyle | |
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | |
| Goodyear Tire 10% Discount + Flash Deals | |
| GourmetGiftBaskets.com 20% Discount | |
| Linq Digital Business Cards 15% discount on all purchases | |
| Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more. | |
| Turo Car Rental 35% less than traditional companies and options for drivers under the age of 25 | |
| Upside Cash Back on Gas & Food Save $0.30/gal* on gas, and more cashback savings. | |
| Viome Health Intelligence Save $110 on Viome Health Intelligence Tests | |
| Winestyr Wine Club Get $40 Off Your First Club Shipment | |
| Employee Benefits | |
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | |
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | |
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | |
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | |
| Best Buy Exclusive offers, promos and flash deals | |
| Goodyear Tire 10% Discount + Flash Deals | |
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | |
| Upside Cash Back on Gas & Food Save $0.30/gal* on gas, and more cashback savings. | |
| Technology | |
| TAMP Helping Advisors Achieve Scalable Growth We will offer discounted pricing on the first year of service and onboarding expenses. | |
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | |
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | |
| Best Buy Exclusive offers, promos and flash deals | |
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | |
| Nitrogen Growth Platform Save 10% on Nitrogen - only applicable to new customers. | |
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | |
| Redtail CRM for Financial Advisors Start a 30 day free trial or connect your existing account to get 25% off. | |
| Visory Cybersecurity and IT Services 10% Discount | |
| Wealthbox CRM Try Wealthbox for free. Save 10% on all plans. | |
| Insurance | |
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | |
| AiK2 Insurance for Wealth Managers Save an average of 15% on insurance premiums. | |
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | |
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | |
| Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more. | |
| Popular | |
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | |
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | |
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | |
| Lending | |
| Small Business Lending Free application and will not affect your credit score. | |
| Investment | |
| TAMP Helping Advisors Achieve Scalable Growth We will offer discounted pricing on the first year of service and onboarding expenses. | |
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | |