ChaliceMD | VIP |
| Employee Benefits | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | ||
| Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months. | ||
| Skillshare Online Courses Free 30-Day Trial + 40% Off Membership | ||
| Upside Cash Back on Gas & Food Save $0.30/gal* on gas, and more cashback savings. | ||
| Marketing | ||
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | ||
| Advisor Websites and Marketing Solutions Free Digital Marketing Assessment, 15% Off Subscriptions and Reduced Setup Fees | ||
| Branded Magazines & Postcards 65% Discount | ||
| CPA Site Solutions Website Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months | ||
| Client Intelligence Platform 15% discount | ||
| Constant Contact Email Marketing Platform Activate a free trial and receive 10% off for 12 months | ||
| Educational Marketing Systems for Financial Advisors Save 30% on License Agreement | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| ROL Advisor 10% Discount on All Plans | ||
| Skillshare Online Courses Free 30-Day Trial + 40% Off Membership | ||
| Snappy Kraken Marketing Automation 15% off one-time setup fee and monthly license fee | ||
| TE+A Marketing Agency Save over $500 on marketing services, brand development and more. | ||
| TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | ||
| Turnkey Public Relations for Advisors Receive up to 2 extra media placements at no charge. | ||
| Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | ||
| White Glove Seminars Complimentary Marketing Analysis and $5 Discount Per Household. | ||
| Technology | ||
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Best Buy Exclusive offers, promos and flash deals | ||
| Client Intelligence Platform 15% discount | ||
| Compliance Strategy & Technology Solutions Save 20% or More | ||
| Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | ||
| Flat-Fee Outsourced Portfolio Management Reduced Fee: 0.35% of AUM with an annual household cap of $1,200 | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | ||
| SmartRIA Compliance Platform 20% off SmartRIA software. 50% off onboarding services. | ||
| TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | ||
| Trendrating 15% Discount Off List Price of Standard & Premium Versions | ||
| Visory Cybersecurity and IT Services 10% Discount | ||
| Mergers & Acquisitions | ||
| Support for M&A Transactions Waived retainer fee for serious inquirers* | ||
| Insurance | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| AiK2 Insurance for Wealth Managers Save an average of 15% on insurance premiums. | ||
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more. | ||
| Back Office | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | ||
| Outsourced CFO & Accounting Services Savings up to 20% | ||
| QuickBooks Accounting Software Save 30% for 12 months | ||
| UPS Savings Account Save up to 50% on your shipping needs. | ||
| Visory Cybersecurity and IT Services 10% Discount | ||
| Compliance | ||
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | ||
| Compliance Strategy & Technology Solutions Save 20% or More | ||
| Comprehensive E&O Insurance Save up to 15% on your annual policy premium. | ||
| SmartRIA Compliance Platform 20% off SmartRIA software. 50% off onboarding services. | ||
| Visory Cybersecurity and IT Services 10% Discount | ||
| Lifestyle | ||
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | ||
| 1-800 Contacts New Customers Get 20% Off Sitewide | ||
| Allbirds: Sustainable Shoes & Clothing Save Up to 40% + Flash Deals | ||
| Goodyear Tire 10% Discount + Flash Deals | ||
| GourmetGiftBaskets.com 20% Discount | ||
| Hydro Flask Get Up to 40% Off. Limited time only, while supplies last. | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more. | ||
| Turo Car Rental 35% less than traditional companies and options for drivers under the age of 25 | ||
| Upside Cash Back on Gas & Food Save $0.30/gal* on gas, and more cashback savings. | ||
| Viome Health Intelligence Save $110 on Viome Health Intelligence Tests | ||
| Winestyr Wine Club Get $40 Off Your First Club Shipment | ||
| Lending | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Fast and Simple Business Financing Enjoy Discounted Rates | ||
| Small Business Lending Free application and will not affect your credit score. | ||
| Investment | ||
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | ||
| Alternative Income Solutions Receive a complimentary consultation. Engineering diversified income solutions with low risk of loss, high income, and little or no correlation to broad markets for high net worth individuals and their advisors. | ||
| Coinbase Crypto Platform Sign Up and Get Up to $200 in Crypto | ||
| Flat-Fee Outsourced Portfolio Management Reduced Fee: 0.35% of AUM with an annual household cap of $1,200 | ||
| LifeYield 20% off retail pricing. | ||
| Outsourced CIO 20% Discount on Fee Schedule | ||
| TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | ||
| Trendrating 15% Discount Off List Price of Standard & Premium Versions | ||
| Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | ||
| Professional Development | ||
| Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months. | ||
| Skillshare Online Courses Free 30-Day Trial + 40% Off Membership | ||
| Legal | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| Payroll | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| QuickBooks Accounting Software Save 30% for 12 months | ||
| Accounting | ||
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | ||
| QuickBooks Accounting Software Save 30% for 12 months | ||
| Technology | ||
| Intercom Chat Intercom for startups (for free). Receive 12 months free*. See eligibility. | ||
| Events | ||
| White Glove Seminars Complimentary Marketing Analysis and $5 Discount Per Household. | ||