Financial Advisor

Mortgage Advisor

Accountant

Our plans flex to fit your business

Four different plans, four great ways to grow your business

Standard

Entry plan with exposure in a minimum of 5 locations

299 CHF/Month

Premium

Enhance your growth strategy with a minimum of 20 locations

1299 CHF/Month

Most Popular

Enhanced

Scale at speed with a minimum of 50 locations

3279 CHF/Month

Pricing Breakdown

Enquiries for financial advisers

Enquiries priced from 49 CHF

Enquiries priced from 49 CHF

Enquiries priced from 49 CHF

Locations

Minimum 5 locations

Minimum 20 locations

Minimum 50 locations

Minimum commitment

6 months

6 months

6 months

SEO optimised profile

Client Management & Conversion software

Pre filtered enquiries set to your criteria

API integration to your own CRM or BI tools

Advanced analytics and insight to measure performance and track ROI

Dedicated business phone number with call stats and analytics

Opportunity to scale further with additional location add ons

Account Manager

Frequently asked questions

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.

2

Are enquires leads sent to me exclusive?

3

Can I apply filters so I only get the leads I want?

3

How much does one Enquiry lead cost?

3

What are addtional locations?

3

What is the price for addtional locations?

Ready to get started?

Energise adviser productivity and drive greater ROI by scaling access to clients

Energise adviser productivity and drive greater ROI by scaling access to clients

Financial Adviser

Mortgage Broker

Accountant

Choose your plan

Find the perfect plan to suit your individual needs.

Financial Adviser

Mortgage Broker

Accountant

Choose your plan

Find the perfect plan to suit your individual needs.

Finanical Ad.

Accountant

Mortgage Bro.

Choose your plan

Find the plan that fits your advisor firm

Finanical Ad.

Accountant

Mortgage Bro.

Choose your plan

Find the plan that fits your advisor firm