The AI-powered coaching system for financial services firms. Choose the plan that fits your team.
Explore your selling style through our proprietary 15-question AdvisorDNA™ Identifier, featuring three primary selling orientations and nine possible archetype combinations. Coach, Scenario Assistant, Growth Scorecard, Team Map, and Advisor Pairing require a paid plan.
Book a DemoFor the individual advisor: personal coaching, individual development goals, scenario guidance, and limited one-to-one pairing. Includes AdvisorDNA™ Coach (AI sales guidance), Growth Scorecard (focus goals & skill badges), Scenario Assistant (5 daily briefs), and 3 Advisor Pairings per month. Invite advisors or colleagues to discover their selling style through secure, time-limited profile links.
Book a DemoFor the firm’s leaders: manager dashboards, team-wide behavioural insights, pairing across multiple advisors, organizational reporting, and broader coaching oversight. Includes Team Map, Growth Scorecard (team-wide progress tracking), Scenario Assistant (20 daily briefs per user), office and region rollups, printable Executive Summaries, and unlimited zero-seat advisor links.
Schedule a DemoSolo develops one advisor. Team manages the development of the whole team.
| Capability | Free Plan | Performance Solo Plan | Performance Team Plan |
|---|---|---|---|
| Duration & access term | Ongoing (no expiry) | Monthly (30 days) | 365 days (Annual) |
| Leadership seats (Client Admin + Manager) | 1 | 1 | Tiered (2–5 / 6–15 / 16–40 / 40+) |
| Field advisor seats | Included in 1 | Included in 1 | Unlimited |
| Advisor onboarding links (14-day zero-seat links) | 1 | Unlimited | Unlimited |
| Selling Style Identifier (15-question diagnostic) | |||
| 9 archetypes, dual blends & style distribution | |||
| Printable executive profile report | |||
| 1-Click Meeting Prep Summary (clipboard copy) | |||
| Saved Results database (24-month secure retention) | 1 private report | Own private report | Full team & multi-office |
| Team Map (behavioral balance & branch clusters) | — (Locked) | ||
| Advisor Pairing (co-advising & mentorship dynamics) | — (Locked) | One-to-one (3 pairings / month) | Across multiple advisors |
| AdvisorDNA™ Coach (staged AI coaching) | — (Locked) | ||
| Growth Scorecard (focus goals, check-ins & skill badges) | — (Locked) | Individual goals & badges | Team-wide progress tracking |
| Scenario Assistant (situational action briefs) | — (Locked) | 5 briefs / day | 20 briefs / day per user |
| Manager dashboards & coaching oversight | |||
| Advisor role granular access controls | |||
| Office & region tagging hierarchy | Standard | ||
| Usage & activity tracking reports | Multi-office included | ||
| Organizational reporting & branch rollups | |||
| One-click print executive summary |
Book a 30-minute walkthrough and we’ll match a plan to your team.
Schedule an AdvisorDNA™ Demo