Choose your plan
Everything you need to accelerate growth, go deeper into your business with personalization at scale.
Edge™ Essential
Differentiate your client experience with our signature behavioral survey to understand how your client thinks and feels about their money.
$79
/month
Unlimited Financial Virtues
Client & household insights
CRM integrations
Edge™ Growth
Intuitive, guided, and supportive organic growth solution inclusive of client engagement tools.
$149
/month
Everything in Essential, plus:
Growth Metrics with personalized recommendations
Meeting preparation
Client engagement resources
Learning & CE
Advanced reporting & filtering
Edge™ Premier
$299
/month*
Interactive Business Plan
Everything in Growth, plus:
Exclusive peer learning & events
2 coaching workshops
Configure the plan that is right for your firm to drive growth more efficiently and effectively.
Coaching
Personalized coaching with an on-demand library tailored uniquely for you and your business.
$699
/month*
All Atlas Point Edge Features
Current state / future state analysis with recommendations specific for your business
Annual business planning accountability focus
Shared coach and coachee mobile program with access to 35 learning modules and 300+ implementation resources
First 2 months of weekly calls, then two 1-hour video sessions/month with BeFi Agile Coach™
Exclusive invites to peer events and advanced learning opportunities
*One-on-one coaching engagements include a one-time registration fee of $999. Coaching engagements continue at the stated monthly rate if you continue with Atlas Point coaching after the engagement term.
Consulting Services
Scalable, repeatable solutions that complement your firm's technology, process, and growth agenda.
Custom
Rapid growth assessment for your firm
White labeling technology and content
Custom integration with planning tools, CRM, advisor platform, client portal, etc.
Enterprise tracking, reporting and insights
Bespoke solutions (e.g. behavioral, technology, LMS)
Questions?
