Full Vendor List & Discount Opportunities!
Sep '23 (edited) in General discussion
Full Vendor List & Discount Opportunities!
As a member of the ProAdvisorSuite Community, you're eligible for 10% discounts on these advisortech, even if you're already using them!
- PreciseFP - Client Data Gathering - 2023 Kitces Market Leader
- Amplify Reviews - Digital Marketing
- fpPathfinder - Advice Engagement - 2023 Kitces Rising Star
- Conneqtor - Courses on LinkedIn and Lead Gen
- FinMate AI - AI Notetaking Assistant for Financial Advisors
- Advisor Core by YourStake - Fast Proposal Generation!
These are tech partners, but not included in the 10% discounts:
- NEW!!! Forms Logic - Forms Processing & Workflows
- NEW!!! Seeds Investor - Personalized Investing
Some other projects near and dear to my heart:
- Skool.com/ai-for-advisors - AI School for Advisors
- RIAuniversity.com - directory of advisor communities
- LinkedIn Follower Tracking
Non-industry specific tech:
- Skool - CommunityTech
- Beehiiv - NewsletterTech
- Superhuman - EmailTech
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