Get access to credible, educational content and a network of leading industry experts spanning family legacy planning to luxury lifestyle connections.
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
Unlimited PDF downloads of all content
Advisor platform integration
Option to purchase additional pieces for white labeling
per month
per month
billed annually
Instantly grow your credibility with your clients by providing them with expert articles that bare your company's logo, colors, and information.
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.
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.
Send us an email at info@successionadvisors.com
