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Used by over 120,000 advisors, clients & employees since 2018.
Providing benefits and exclusive savings to firms of all sizes.
Protecting firms, employees, and clients with affordable insurance.

Advisors report saving $18,450 each year with their membership.

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"My board's firm leveraged the platform to save more than $50,000 on software expense and to obtain better health insurance coverage at a lower premium for employees."

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Available upon purchase of Startup membership.

Advisors that use Perks save thousands on business expenses.

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