What's included:

  • A simplified Advisor Dashboard for launching Discover and reviewing client reports
  • Use CoreValue 'Discover' Free for 30 Days  - successfully start the business consulting conversation using Discover, the 10 minute initial assessment of company strength and value for winning new engagements
  • Branded with CoreValue logo (white label is included with paid subscriptions)
  • Technical Support 
  • Self-service orientation and training using the knowledgebase
  • No risk: you can start the business consulting conversation for free, and when you win an engagement you can upgrade your account to use the CoreValue Unlock Deep-Dive Analysis & Executable Growth Plan, Report Writers, and more

What happens after my free 30 day trial? 

  • Get unlimited use of Discover for $99/mo billed annually
  • Upgrade to use CoreValue Analyst or Growth Consultant (details)
    • White label --branded with your logo
    • Enhanced onboarding and training
    • Fully functional Advisor Dashboard
    • Run paid engagements
    • Become part of the CoreValue community --network with colleagues, get peer support
    • And much more

"I've won an engagement!" How do I use the CoreValue Unlock Deep-Dive Analysis and Executable Growth Plan? 

  • Call Sales and we'll help you select the package that's right for your practice

What do you have to lose? Complete the form and let us know you want your free CoreValue Starter account, or email sales@corevalueforadvisors.com.

Thanks, we're looking forward to working with you. --CoreValue Advisor Software



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