ENTERPRISE MEMBERSHIP
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Maximize savings on a wealth management toolkit
From portfolio management to client acquisition strategies — give your entire team the insights and resources to make the most informed decisions and drive your business forward.
Savings start with 10-person membership packages.
Questions? Our team is here to assist. Call us at 212-803-8841212-803-8841
Keep your team informed, focused and ahead of the competition
Enterprise membership benefits
Partner with us and get unlimited access to a full suite of resources.
Unmatched news and analysis
Original research
Continuing education programs
On-demand thought leadership
Event access
Ideas that advance
Actionable strategies and tools on topics that matter most, from client management to retirement, tech advancements and tax strategy.
The 10 fastest-growing RIAs, excluding the M&A dealmakers
The rise of direct indexing
Financial Planning Tech Survey 2022
Top reasons Americans are retiring later in life
The 5 most revealing questions advisors can ask their clients
Moves to cut tax bills for advisors facing lower income this year
World-class service for your organization
We ensure our clients have the guidance and support they need. As an Enterprise member, you receive unmatched service from your dedicated account manager and our entire Customer Success team, who are just a phone call or an email away.
Empowering leading financial institutions
Financial Planning is trusted by 450,000+ industry professionals.
Get more information about our packages
Use the form below or give us a call at 212-803-8841
212-803-8841
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Frequently Asked Questions

What is the price of an enterprise subscription?

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Enterprise subscription pricing is tiered and varies depending on the number of users on the license.

What are the benefits of an enterprise subscription?

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In addition to special pricing for enterprise subscriptions and dedicated account management, enterprise users have Premium Access to exclusive thought leadership, research, competitive data, discounted events and more. Should your team qualify for VIP Access, the benefits grow to include special P2P networking opportunities, complimentary event access and other VIP experiences.

What is the standard length of an enterprise subscription?

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The majority of enterprise subscriptions terms are 12 months. In certain instances, we will also consider multi-year, paid-in-full subscription terms.

What happens to existing individual subscriptions under an enterprise subscription?

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Existing individual subscriptions can be moved under enterprise contracts with prorated credit applied for any unused portion of the individual subscription, if applicable.

What is the minimum number of users required for an enterprise subscription?

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In most instances, enterprise subscriptions start at 10 members.

How does a firm qualify for VIP Access?

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Once your firm cumulatively spends in excess of $150K across all subscription communities, you automatically get access to all VIP level benefits, as detailed above.

Can login credentials be shared?

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No. User access is assigned on an individual basis even if operating under an enterprise subscription agreement. Any sharing is in violation of our subscription agreement and can lead to termination.