Effortless. Intuitive.

Fully Automated

Done For You

It’s All in One System

The Core 5 Platform

And yes, it's fully compliance-ready

The Core 5 Platform gives you a seamless way to stay connected with prospects and clients — with automated communication that includes 1,000 texts and 2,000 emails monthly, easy scheduling, real-time engagement, and reputation management tools. All of this, and more, comes together in one intuitive, done-for-you system.

Everything Is Done For You — Fully Compliance-Ready

And because your Core 5 Success Team handles the entire setup from start to finish,
you get a fully compliant, professional client engagement system without ever lifting a finger.

Your business line (local or toll-free, 10DLC compliant) is registered and ready, your texting and email systems are configured, your appointment scheduling is set up, your chatbot assistant is installed (with complete knowledge base of your advisory firm), and your reputation management tools are activated — all done for you.

No technical work.

No “setting up the system” learning curve.

No stress.

You simply log in and start communicating with confidence,
efficiency, and complete compliance from day one.

Compliance, Already Built In

Every text, email, chat message, and conversation is automatically
archived for your protection and peace of mind.

You don’t have to save anything, track anything, or worry about any missing records,
Core 5 handles it all in the background so you stay fully compliant without lifting a finger.

And if your firm already uses a compliance platform, Core 5 can easily provide
your archived communications in the format they require.

It’s All in One System

Everything you need is already built into Core 5,
no apps, no integrations, no technical setup.

Unlike other platforms that require you to connect multiple tools or install add-ons,
Core 5 brings texting, email nurturing, scheduling, the Chatbot,
and reputation management together in one integrated system.

And because your Core 5 Success Team sets everything up for you,
you never have to piece anything together or manage separate apps.

One login.

One system.

Everything working together seamlessly.

And...

Included is your Smart Website

Comparable build value: $2,800

Your professionally built Smart Website is designed to help you
attract and convert more prospects from day one.

You’ll also receive it completely set up and fully configured for you
by our Core 5 Success Team — you don’t lift a finger.

We’ll take the best parts of your current website and place them directly into
your new Smart Website — you don’t have to rewrite a thing.

Your Smart Website engages visitors instantly with:

1. A 3-Question Lead-Generating Quiz — your new instant lead-capture engine.

2. A built-in Chatbot that answers common questions (with a complete knowledge base of your advisor firm).

3. Direct appointment scheduling right from your homepage.

4. Reputation management tools that boost your visibility and build trust on Google.

5. 24/7 engagement, keeping prospects connected with your business around the clock.

Your 3-question lead-generating prospect quiz is the first interactive tool most advisors have ever used...
it's designed to stop visitors from leaving and convert them into qualified leads instantly.

And because everything is built with compliance in mind, every text, email, quiz submission,
and chat interaction is archived automatically — available whenever your firm’s compliance team needs it.

You’re receiving a professionally built, growth-ready Smart Website
with a comparable build value at over $2,800,
included as part of your Core 5 setup, with no additional setup work required on your end.

Plus, our Core 5 Research & Development team continues to introduce new leading-edge tools and
industry-defining automations every year — helping you attract more clients
and grow your AUM with confidence.

Wealth Advisor Growth
Compliance-Ready Solutions

Wealth Advisor Growth is a DBA of Mars & Ko Worldwide, LLC