Yes! We do ask you to provide us with a credit card to set up your firm on Engage; however, you will receive no charges unless you opt to continue your subscription after the 30-day free trial period. We will send you a notification when your trial period is almost over.
Convert prospects. Build trust.
We recognize the importance of building long-term client relationships based on trust.
Imagine the benefits of a tool that simplifies the client onboarding process and incorporates smart features to help you convert prospects into clients faster.
Engage allows advisors to easily demonstrate their deep understanding of a prospective client’s financial goals. Our intuitive, user-friendly software empowers financial advisors to create simple, yet tailored financial strategies quickly and effortlessly that helps to set them apart from the competition.
Transform the way you connect with prospects, secure new clients, and achieve long-term success.
Robust income analysis to better guide your clients.
Engage’s income analysis engine easily illustrates future cash flows. Consider current and future incomes, federal and state taxes, spending goals, and other considerations to better predict a prospective client’s financial well-being and to help drive successful decisions.
- Future Incomes
- Federal & State Taxes
- Spending Goals
Personalized tax optimization strategies.
Automated where possible and always customizable. From federal and state-level marginal taxes to itemized deductions, Engage is designed to be simple without sacrificing personalization.
Client-specific analysis & reporting.
Analyze a Roth Conversion’s potential tax savings or quickly analyze life insurance needs. Answer today’s relevant questions and present your recommendations easily.
- Roth Conversion
- Life insurance adequacy calculator
Intuitive, workflow minded approach.
Stop using complicated financial planning tools in the early stages of engagement. With Engage, the client onboarding process is both simple and efficient. Our software will not only enhance your reputation, but also guarantee higher client retention and referral rates.
Model your preferred portfolio strategies.
Our scenarios dashboard makes it simple to provide your clients and prospects with a side-by-side comparison of how different factors like a market crash, an increase or decrease in income, unexpected expenses, or a change of investment strategy will impact their long-term financial outlook.
Simple, straight forward pricing for everyone.
One Month Free
Standard
$149/mo
- Income Analyzer
- Federal & State Tax Analysis
- Income & Spending Forecasting
- Roth Conversion Benefits Calculator
- Life Insurance Adequacy Calculator
Enterprise
Contact Us
- Everything in Standard
- Dedicated Support Team
Standard
$1,639/yr
- Income Analyzer
- Federal & State Tax Analysis
- Income & Spending Forecasting
- Roth Conversion Benefits Calculator
- Life Insurance Adequacy Calculator
Enterprise
Contact Us
- Everything in Standard
- Dedicated Support Team
Convert Prospects.
Convert Prospects.
Convert Prospects.
Convert Prospects.
Convert Prospects.
Build Trust.
Build Trust.
Build Trust.
Build Trust.
Build Trust.
Frequently Asked
What if I need more seats?
If you would like to add additional users to your firm, you can easily add additional seats from within the administrator settings menu within Engage. If you need any assistance doing this, please feel free to reach out to us here.