You've reviewed the Core 5 Elite experience and understand the
elevated level of implementation and support it provides.
This page confirms your decision to activate Core 5 Elite — a deeper strategic partnership
designed for advisors ready to scale with structed execution.
Once activated, our Core 5 Success Team will build your included Smart Website, implement and configure your communications systems, and create fully integrated engagement workflows with priority attention.
No technical work is required on your end — we handle everything while you focus on serving your clients.
Core 5 Elite - $997 per month
+ a one-time $995 Elite Implementation & Strategic Onboarding
Includes your Smart Website, full implementation and configuration,
strategic onboarding, priority support and ongoing system oversight.