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Advisor and sponsor pricing

The current Advisor Platform License tiers, the Family Seats and Concierge Onboarding add-ons, and what a license actually covers. Generated from the sponsor page, so it does not go stale.

Written by Brian Fluhr

This article is generated from the same data that renders seniorthrive.com/sponsor-older-adults. Do not edit the numbers here by hand. If pricing changes, it changes on the website first and this article is regenerated from it. Quote these figures rather than any number written into a procedure or a saved reply.

Advisor Platform License

Priced per year, by the number of households covered. Every tier includes the advisor dashboard, client engagement tracking, and impact reporting at no extra cost. A retail Essential license is $290 per year, so every tier prices a household below retail.

Tier

Price

Households

Effective cost

Solo

$1,350 / year

Up to 5 households

$270 per household

Core

$2,500 / year

Up to 10 households

$250 per household

Growth

$4,500 / year

Up to 20 households

$225 per household

Scale

$10,000 / year

Up to 50 households

$200 per household

Add-ons

Add-on

Price

Family Seats

+$225 per household / year

Concierge Onboarding

$50 per household, one time

What a license covers

One license seat covers one household. A household on Essential is two people: the older adult and one family member. Anyone beyond those two is a Circle seat, which the household can add in-app at any time with no cap.

Family Seats adds four Circle seats to a household, taking it from two people to six. At retail those four seats cost a household $420 a year, because Circle seats are priced in tiers: $10 a month each for the first three, then $5 a month.

Concierge Onboarding is charged once per household, not annually.

Answering pricing questions

  • Quote the tier price and the household count together. A price without the household count is meaningless.

  • "Seat" means two different things. A license seat is one household. A Circle seat is one person inside a household. Say which one you mean.

  • Never multiply the Circle seat entry price by a seat count. It is tiered, so the arithmetic will be wrong.

  • If someone asks about a plan you cannot find here, it has probably been retired. Say you will check rather than quoting it.

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