• CoreValue Pro
    best for the business advisor who primarily wants to find and win client engagements in an a-la-carte, self service model, plus standard training and support 
  • 995
  • Dashboard and Client Pipeline
  • Branded with Your Logo
  • Free Orientation
  • Unlimited  use of Discover: Free Initial Analysis of Company Strength and Value 
  • Unlock Deep-Dive Analysis & Executable Growth Plan: $495/yr per client
  • (annual per advisor)
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  • Enterprise
    best for firms where multiple pros need an unlimited ability to collaborate in finding, winning and servicing client engagements, with enhanced training and support
  • 9,995
  • 5+ Advisors 
  • Enterprise License: $9,995/yr, plus
  • Enterprise "CoreValue Unlimited" Advisors: $995/yr each
  • Easy to scale: min 6 users, add Advisor Seats anytime as your practice grows 
  • Example: 6 Unlimited Advisors save 10%
    20 Unlimited Advisors save almost 50%
  • Orientation and Onboarding, plus Custom Training Options
  • Ask about the Discover Content Delivery Engine
  • Talk to Sales