All Plans Include
- Unlimited users
- Online support and implementation
- Additional access to Clarity Slack community
- Marketing tool kit
- Special access to member only events
Starter
- $347.00 / month
Included
- Unlimited Users
- 25 client licences (starter)
-
Snapshot of all clients data on one screen Quickly identify your clients profit improvement
- Create an action plan for each client
- 14 day quick start implementation programme
Starter plus
- $947.00 / month
Included
- Unlimited Users
- Features as Starter, and:
- Unlimited client licences (starter)
- One Clear Path™ 90 day implementation programme
- Create potential improvement report for each client
- Access to member success
- Team online training and certification
Standard
- $1,897.00 / month
Included
- Unlimited Users
- Features as Starter Plus, and:
- Filter and benchmark your clients
- Create a 12 month finance plan
- Basic advisor - systems and processes, checklists etc for your team
- Detailed reports for your clients
- Dedicated member success manager
Pro
- $5,697.00 / month
Included
- Unlimited Users
- Features as Starter Plus, and:
- Specific firm needs assessment
- Dedicated project management
- 12 month implementation and roll out programme
- Multi office functionality
- Onsite training
Notes
- All prices are excluding any relevant sales tax.
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