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7-Day Free Trial

Try the WealthCAP HUB® commitment free today!

7-Day Free Trial

Try the WealthCAP HUB® commitment free today!

Membership Plans

Get access to credible, educational content and a network of leading industry experts spanning family legacy planning to luxury lifestyle connections.

Monthly
Annual

Compare Plans

Corporate

$500

per month

Corporate+

$750

per month

Corporate+ Co-Brand

$2000

billed annually

Features

30 sub accounts

Unlimited access to content​

Variety of educational formats including interactive games, templates, activities and checklists

Information on exclusive experiences and destinations

Introductions to a network of industry leading experts (through “Ask an Expert”)

Exclusive invitations to events

x

Unlimited PDF downloads of all content

x

Advisor platform integration

x

x

White label co-brand content (4 pieces/quarter) - View Sample
*Excludes 3rd party content

x

x

Option to purchase additional pieces for white labeling

x

x

Corporate

$500

per month

Corporate+

$750

per month

Corporate+
Co-Brand

$2000

billed annually

suggestion

Feedback

Corporate+ Co-Brand FAQs

Instantly grow your credibility with your clients by providing them with expert articles that bare your company's logo, colors, and information.

Yes, you can use your primary branding color for your co-branded PDF articles. Preview a PDF sample of a co-branded article here.
Yes, your company’s contact information will be prominently placed on the first page of every PDF. In addition, this information will also be present in the footer of every page.
Yes, we encourage you to use your own company disclaimer in your co-branded articles. Your company disclaimer will be displayed on the last page of every co-branded PDF article

Yes! However, we add new articles to the WealthCAP HUB® every month. If you decide to select all 16 articles at the time of registration, you could miss out on some great pieces you may want to co-brand. We recommend selecting your 4 articles at the beginning of each quarter.

Articles are delivered on a quarterly basis; therefore, you may choose all 16 articles upfront and you will receive 4 co-branded articles at the beginning of each quarter.

We will always work with you to ensure that you receive all 16 articles over the course of 12 months.

Email us a request at info@successionadvisors.com and a team member will contact you.