Which plan is right for you?



Pricing Packages






Client Management Software




I am interested in the role of:

Company Individual Enterprise




CORE

Get A Demo

$750

month billed annually

Private Lable Branding for your Company

Includes Featured Components; Messaging, File Vault, Suggestions, Milestones, To-Do-List, WorkShops, Goal Plan, and Resources for all of the Company Apps. One App and First 500 contacts included; $100 per month for each additional 500 contacts.

User Roles

Admin ruling all, creating new Apps, Users, managing WorkShops, File Vaults and communicating will all roles.

Notifications - History - Logs

Manage leads and communication while tracking progress of all roles.

WorkShops

Build your own with the embedded code iframe feature. Add as many that you want when you want. Built-in Questions and Answers for Clients to complete questionnaire about the course.

Goal Plan - Tasks - To-Do-List

Client Collaboration organizing and building Tasks and Strategies.

File Vault

Secure files anywhere, anytime for all roles stored in our cloud with bank-level encryption.

Messaging

Internal secure chat and messaging system.




Add Ons

Add these to one of our core plans for even more functionality

SERIES

$100

Featuring a library of 100’s of workshops and videos from 15 different series in Wealth, Finances, Insurance, Mortgage, Loans, Credit, Debt, Savings, Retirement, Bankruptcy, Loan Modifications, Student Loans, Home Buying, Estate Planning and others within these fields with Built-in Questions and Answers.


Supported PaaS Add Ons
Platform as a Service

Add these to WorkShop SERIES for even more functionality



LIVE Events

$250

Online video and live streaming platform broadcasting live events to your Clients in real-time harnessing the power of live streaming.

Schedule guest speakers and have your client’s login to view the live broadcast.




Smart Partner


Are you a smaller independent that your company does not want to offer the Core Program?

You’re in Luck! We can place you under a generic Smart Partner portal offering all of the features you need and want. No, you will not lose deals; you have your own pipeline and leads that are not shared with anyone.

Just select the Individual Plan below and tell us your industry and we will place you into a generic Smart Money Portal to offer your financial knowledge and services.


Uniquely grow and empower your expertise and services.




Individual Plans and Pricing

  • Standard

  • $65/ month billed annually

    $78 / month to month

  • Add to HomeScreen ICON

  • Individuals Photo Profile

  • Text Me, Call Me, Email Me

  • Private URL link w/ SSL Cert

  • Users First 10 Clients included. $50 per month for each additional 50

  • Dedicated Pipeline

  • Goal Plan / Task

  • File Vault Bank-level encryption

  • Internal Messaging Secure

  • Milestones

  • Suggestions

  • Resources

  • *Pay-Per-View WorkShops

  • eMail Support

  • On-Line Video Classes

  • Professional

  • $185/ month billed annually

    $210 / month to month

  • Add to HomeScreen ICON

  • Individuals Photo Profile

  • Text Me, Call Me, Email Me

  • Private URL link w/ SSL Cert

  • Users First 50 Clients included. $50 per month for each additional 50

  • Dedicated Pipeline

  • Goal Plan / Task

  • File Vault Bank-level encryption

  • Internal Messaging Secure

  • Milestones

  • Suggestions

  • Resources

  • WorkShop + Video-On-Demand

  • Dedicated Support unlimited

  • One-On-One Training

  • Finance APP

  • Budget APP

  • Website Build your own presents with a fast, secure and mobile optimized SEO website



Sales Platform Add On
Lead Generating Forms & CRM




Finance App
Budget - Income - Liability







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Smart Money Cloud Community


Let's Talk





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