Pricing

Client Packages

Client

Free

  • Call Any Advisor Anytime
  • Load Funds onto Your Account
  • Email Support
  • Access to Client Account Dashboard

Client Pro

$100 per year

  • All features in Client
  • Priority Email Support
  • Phone Support

Advisor Packages

Expert

Free

  • Basic Advisor Listing
  • Fixed $3.99 per minute rate
  • Email Support
  • Access to Client Account Dashboard

Free

Expert Flex

$500 per year

  • All features in Expert
  • Ability to set your own minute rate
  • Priority Support
  • Advanced Reporting Dashboard

$500

Business

$1500 per year

  • All features in Expert Flex
  • Access to Industries that Require Certification*
  • Custom Branding Options
  • Dedicated Account Manager
  • Monthly Marketing Reports

$1500

Private Label

$2500 per year

  • All features in Business
  • White Label Branding
  • Access to Custom APIs
  • Priority Marketing Campaigns

$2500