Pricing

Imprint

Up to 5 Users

$1,600/mo
or
$1,400/mo (billed annually)

Get Started

  • Track That Advisor Reporting, Dashboards and Benchmarks
  • Onboarding and team training
  • Access to the TTA library

*Does not include Salesforce Fees

Footprint

6–15 Users

$3,200/mo
or
$2,800/mo (billed annually)

Get Started

  • Track That Advisor Reporting, Dashboards and Benchmarks
  • Dedicated Concierge Solutions Advisor for:
    • Onboarding and team training
    • Ongoing education and support
    • Monthly meeting and report review
  • Access to the TTA library

*Does not include Salesforce Fees

Summit

16+ Users


Contact for Pricing

Get Started

  • Track That Advisor Reporting, Dashboards and Benchmarks
  • Dedicated Concierge Solutions Advisor for:
    • Onboarding and team training
    • Ongoing education and support
    • Monthly meeting and report review
  • Access to the TTA library
  • Monthly data audit
  • Yearly TTA coaching session

*Does not include Salesforce Fees