The right platform.
The right fit.
The complete Advisor IQ growth platform for every professional. Choose the plan that matches the number of people on your team.
One platform. Built to scale.
Every plan includes the full Advisor IQ platform. Agency plans include the same shared agency capabilities, with pricing determined by team size.
Solo
For independent travel advisors and event professionals.
- AI Assistant: Business guidance and personalized recommendations
- Strategy IQ: Brand strategy, ideal client profiles, and growth planning
- AI Content Studio: Branded content, email, and social campaigns
- Marketing Automation: Email/SMS, social scheduling, and client follow-ups
- CRM & Lead Management: Pipeline, lead capture, appointments, and referrals
- Growth IQ Reporting: Dashboards, attribution, ROI, forecasting, and insights
Small Agency
For agencies with a small team of advisors or planners.
- Everything included in Solo
- Individual workspaces for each team member
- Shared agency brand and content resources
- Centralized CRM and lead visibility
- Agency-wide reporting and analytics
- Team collaboration and management tools
Growing Agency
For agencies with an expanding team of professionals.
- Everything included in Solo
- Individual workspaces for each team member
- Shared agency brand and content resources
- Centralized CRM and lead visibility
- Agency-wide reporting and analytics
- Team collaboration and management tools
Established Agency
For established agencies managing larger teams.
- Everything included in Solo
- Individual workspaces for each team member
- Shared agency brand and content resources
- Centralized CRM and lead visibility
- Agency-wide reporting and analytics
- Team collaboration and management tools
Pricing reflects the proposed monthly structure. All agency tiers include the same platform capabilities; only team size and pricing change. Features are planned and subject to release availability. Final terms will be confirmed before enrollment.
The complete Advisor IQ experience.
Every individual and every agency receives access to the same core growth platform. No essential marketing or reporting features are reserved for larger teams.
Strategy IQ
Brand onboarding, Ideal Client Profile Builder, AI growth strategy, marketing calendars, campaign recommendations, and your brand knowledge base.
Marketing IQ
AI Content Studio, email and SMS campaigns, social media management, CRM and pipeline, lead capture, follow-up automations, referrals, reviews, and scheduling.
Growth IQ
Performance dashboards, engagement analytics, campaign attribution, client journey insights, revenue and ROI reporting, forecasting, and growth recommendations.
Agency functionality, without feature tiers.
Small, Growing, and Established Agencies all receive the same agency-level capabilities. There is no need to move into a larger plan to unlock additional marketing or reporting tools.
As your organization grows, your pricing adjusts to accommodate the number of users, while the platform experience remains consistent.
For organizations operating at scale.
For organizations with 51 or more users, multiple brands, or specialized requirements, Enterprise pricing is customized around the size and structure of your business.
Explore Enterprise Access ↗How monthly pricing works.
Monthly pricing combines the platform fee associated with your team size and the number of users accessing Advisor IQ.
All agency plans include the same functionality, so you can choose the appropriate plan based on the number of users you need.
Growing Agency · 15 Users
Illustrative example based on proposed monthly pricing, excluding additional services or charges.
Pricing questions.
Do all plans include the same features?
Yes. Every plan includes the complete core Advisor IQ platform, including Strategy IQ, Marketing IQ, Growth IQ, and the planned AI Assistant. Agency plans additionally include shared workspaces, collaboration, and agency-wide visibility. All three agency tiers have the same agency-level functionality.
What is the difference between agency plans?
Small, Growing, and Established Agency plans offer the same features. The difference is the number of users supported and the corresponding monthly pricing structure.
How is monthly pricing calculated?
Monthly pricing combines your plan's platform fee with the applicable per-user fee multiplied by your number of users.
Can we move to another plan as our team grows?
The proposed pricing structure is designed around different team sizes. Final upgrade, transition, and billing terms will be confirmed before launch.
Is early access free?
Early-access registration is free, and onboarding fees are waived. Platform costs must be paid before access is activated. Pricing will be reviewed before payment is requested.
Is a demo available?
A platform demonstration is not yet available. Early-access registrants can receive updates as the demo experience becomes available.
Find the right fit for your business.
Whether you're building your own business or leading a growing team, Advisor IQ brings your strategy, marketing, and growth intelligence together.
Join Early Access ↗