Specialized Services

$1,000.00

SmartGradPlan gives advisors a dedicated account for each classroom, making it easy to keep students organized and separate from regular planning clients or other groups. Each classroom supports up to 25 students for a flat fee of $1,000, and every student keeps access to their account long after the course ends. It’s a simple way to extend financial learning into real-world planning, with a lasting impact beyond the classroom.

$1,000.00

EmployeePlan is built for financial professionals who serve companies, providing a dedicated account where employees can log in for planning support. Each plan is branded with the company’s identity and organized to match its structure, making it seamless for both the employer and their workforce. Advisors can use EmployeePlan to extend retirement plan services like 401(k) support and financial guidance directly to employees, at a cost of $1,000 per 25 employees.