BEYOND WEALTH
Start small. Choose what fits.

Your trial ends.
Your choice comes next.

The new starter is $8 once for 72 hours of software access and $6 shared usage credits. It does not renew or charge automatically.

Start the 3-day trial · $8

01 · Software advisors

Keep your AI team.

Choose an active monthly software subscription after the trial. Credits cover usage. A top-up adds credits; it does not replace a subscription or restart the trial.

Compare software plans →
02 · Lead generation

Find buying signals.

Choose the separate lead plan and sign its 10% introduction terms. No monthly advisor subscription is required for this path. Use your remaining credits, then buy more as needed.

Review the lead-plan terms →
03 · Courses & coaching

Build your skills.

Courses purchased outright keep their course access after the software trial. Personal coaching is separately scoped after a free consultation.

Explore courses → · Coaching →

Software subscriptions

Monthly until canceled in PayPal. Each plan states its included credits. Existing customers keep their current terms.

A separate choice

Lead plan · 10% qualifying introductions.

Commission applies to eligible collected service fees from qualifying agency introductions under the separately executed agreement. Your independent research, existing customers, payroll, taxes and pass-through funds are excluded. Agency release and automatic collection require their own verified setup.

Sign in to review and sign your complete lead-software record.

Read the complete lead-software terms

Agency introduction agreement & release status

Shared usage credits

One balance across supported features. New purchases use standard 2.5× provider-cost metering; existing credit balances retain their agreed rate. These packs do not enable a subscription or authorize recurring purchases.

Open Boardroom · Automation controls · Receipts