Choose your plan
Everything you need to accelerate growth, go deeper into your business with personalization at scale.
Atlas Point™ Edge
Intuitive, guided, and supportive organic growth solution inclusive of client engagement tools.
$149
/mo per advisor
Unlimited prospecting and client engagement surveys (Financial Virtues™, FinSight™, Pulse Checks, and Uncertainty Mindset™)
Quick meeting prep with client behavioral profile
Household profile and maps
Client-ready materials to include email starters and seminar packs
Growth scenario planning for your business with recommendations report
Learning journeys (CE) centered on growth, running the business, succession, and firm transitions
Advanced filtering and reporting
CRM Integrations
Atlas Point™ Edge + Coaching
Personalized coaching with an on-demand library tailored uniquely for you and your business.
$589
/mo per business
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 200+ 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.
Configure the plan that is right for your firm to drive growth more efficiently and effectively.
WealthWiser™
Interactive journey for your clients or prospects. Embed or stand-alone, the solution is unique to your firm.
Custom
Prospect or client journey unique to your firm
All aspects of WealthWiser configurable for your firm for a standalone webapp
Embed behavioral components into your current digital experience
Recommendations engine for personalized report for clients and prospects
Atlas Point Edge™
Intuitive and guided solution for FPs to drive growth. Fits with your CRM, Advisor Portal, or stand-alone solution (low/ no code).
Custom
Financial Professional Journey unique to your firm
Flexibility to add and remove content and features from Edge
Behavioral insights for your client and advisor segmentation strategy
White Labeled plan
Exclusive invites for your members
Analytic Products
Bespoke behavioral solutions powered by Atlas Point. Let us make your vision a reality.
Custom
BI Dashboard capturing behavioral insights on clients and financial professionals
Referral Matching and other behavioral models using Equifax data and Atlas Point behavioral data
Custom integration with planning tools, CRM, advisor platform, client portal, etc.
Questions?
