⭐ Founding Member Pricing — First 100 Advisors Keep These Rates For Life
Lock in founding pricing forever. Available to the first 100 advisors only — any future price changes apply to new customers, never to founding members.
Starter
billed monthly
Founding rate kept for life
For advisors getting started with systematic lead generation and client management.
- 1 advisor seat
- CRM pipeline
- Calendar booking
- AI Copilot
- CASL compliance tracking
- Google Calendar integration
- Meta lead capture integration
Professional Advisor
billed monthly
Founding rate kept for life
For growing advisors running the full AdvisorApex system.
- Everything in Starter
- Advanced automation
- Email nurture sequences
- Analytics dashboard
- Full advisor workflow system
Agency
billed monthly
Founding rate kept for life
For team leads, agencies, MGAs, and growing advisor organizations.
- Everything in Professional
- Multiple advisor seats
- Team visibility
- Agency reporting
- Scalable lead management
14-day free trial · Credit card required · No charge until day 15 · No setup fees · No annual contracts · Cancel before day 14 and never be billed. Founding Members keep their pricing for life. Prices in CAD.