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.
Jumpstart your firm's organic growth program with a configurable system that supports your unique Financial Professional and client journeys.
Enterprise Edge
Organic growth system for your Financial Professionals
Custom
Flexibility to add and remove content and features from Edge
Financial Professional Journey unique to your firm
Tailored recommendations engine
Behavioral insights for your client and advisor segmentation strategy
White Labeled plan
Exclusive invites for your members
Enterprise BI Dashboard reporting
Single Sign On (SSO)
Enterprise + WealthWiser™
Jump start your unique client engagement program
Custom
All Enterprise Features
Tailored client profile journey to meet the unique needs of your business (+/- steps)
Add your unique product assets, financial education, and advertisement
Integration options for your firm CRM and planning tools
Enterprise Dashboard to inform client segmentation and digital marketing
Personalized recommendations leading back to your professional expertise and products
Enterprise + Coaching
Dashboards and a coaching program for your in-house team
Custom
All Enterprise Features
BAC Certification program for coaches who want to go deeper on behavioral finance (9-month program for $10,800 per coach)
Ability to add and remove coaching bios for your organization
Ability to add and remove coaching content, update the recommendations journey for homework assignments
Coaching dashboard to communicate across coaches, assign homework, and track coachee progress
Accelerate your client engagement
