Invest in Your
Growth Infrastructure
Everything your advisory practice needs to attract clients, automate follow-up, and scale — at a price that works for every stage.
Includes monthly industry content
- Lead Capture & CRM System
- Email Sending
- Appointment Booking Calendar
- Website & Web Chat Integration
- Core Reporting & Analytics
- Included Support & Assets
Includes monthly industry content
- Email Sending
- Funnels & Forms for Lead Generation
- Missed Call Text Back
- Basic Workflows & Automation
- Sales Pipeline Tracking
- Premade Templates
Includes monthly industry content
- Custom Marketing Assets & Software
- Graphic Design Team
- 4 VA Support Hours / month
- 6 Custom Graphics / month
- 🎁 Incentive Package Included
Compare Every Plan
See exactly what's included at each tier so you can choose with confidence.
| Feature | Standard $47/mo |
Premium $97/mo |
Elite $147/mo |
|---|---|---|---|
| Lead Capture & CRM | ✓ | ✓ | ✓ |
| Email Sending | ✓ | ✓ | ✓ |
| Appointment Booking | ✓ | ✓ | ✓ |
| Website & Web Chat | ✓ | ✓ | ✓ |
| Reporting & Analytics | ✓ | ✓ | ✓ |
| Support & Assets | ✓ | ✓ | ✓ |
| Funnels & Forms | — | ✓ | ✓ |
| Missed Call Text Back | — | ✓ | ✓ |
| Workflows & Automation | — | ✓ | ✓ |
| Sales Pipeline Tracking | — | ✓ | ✓ |
| Premade Templates | — | ✓ | ✓ |
| Custom Marketing Assets | — | — | ✓ |
| Graphic Design Team | — | — | ✓ |
| VA Support Hours | — | — | 4 hrs/mo |
| Custom Graphics / month | — | — | 6/mo |
| Incentive Package | — | — | 🎁 Included |
Frequently Asked
Can I switch plans later? ↓
Yes — you can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.
What's the difference between monthly and annual billing? ↓
Annual billing locks in a lower effective rate compared to paying month-to-month. You'll be billed once per year and save significantly over 12 months.
What is the Incentive Package on Elite? ↓
The Incentive Package is an exclusive bundle of additional resources, tools, and bonuses included for Elite members. Reach out to our team for full details on what's included.
What does "industry-related monthly content" mean? ↓
Every plan includes access to curated monthly content tailored to the financial advisory industry — including templates, posts, articles, and educational assets you can use directly in your business.
Is there a contract or long-term commitment? ↓
Monthly plans have no long-term commitment — you can cancel anytime. Annual plans are prepaid for 12 months and are non-refundable after the billing period begins.
Ready to Build Your
Growth System?
Join advisors who are using The Vault Suite to attract, convert, and retain clients — on autopilot.
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