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Annual Monthly
Behavioral Assessments
Lead Capture Assessments
for Marketing
Risk Tolerance Assessment
Onboarding, Tutorials, and Guidance
$139
per advisor per month
Building Wealth
Financial Perspectives
Wealth Potential, Investor Composure,
Career Fit, and More
Investor Profile
Personalized Tour
Financial Psychology Training
Tutorials, Webinars, and Guides
Email and Marketing Templates
Knowledge Center