Choose your plan
Everything you need to accelerate growth, go deeper into your business with personalization at scale.
Edge™ Lite
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 surveys for prospecting and client engagement
Client behavioral profile including persona, bias and recommended communication
Group calls with your peers and a coach to discuss practical application of behavioral conversations
Household profile and maps
CRM integrations
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.
$599/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 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.
Configure the plan that is right for your firm to drive growth more efficiently and effectively.
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)
Edge Premier + Strategy
Top down strategic business review for the CEO experience.
$15k one time fee
Strategic Practice Review report
Five-session delivery: WS1 through WS5
12 Strategic Themes and Diagnostic Framework
Champion model and governance installation
AI-enabled workflow: Claude and Otter
Questions?
