For networks and aggregators
Every firm in your network, scored in one view.
See which affiliated firms are losing prospects online, fix the riskiest problems first, and give every firm a way to grow, all under one agreement.
Send us your list. We score it before we meet.
Share the websites of the firms in your network. We come to the first meeting with every firm already scored and ranked, so the conversation starts with your own data. No cost for this first look.
Sample network view
The firms that need attention this month, first.
| Firm | Score | This month | Open issues | Top issue |
|---|---|---|---|---|
| Lakeview Capital | 51 | Down 9 | 2 high | Security certificate expired on main website |
| Cedar Point Advisors | 58 | Down 2 | 1 high | Form CRS link missing from homepage |
| Harbor Ridge Wealth | 64 | Up 6 | 3 medium | Not named in local AI advisor answers |
| North Fork Planning | 74 | No change | 2 medium | Phone number differs across directories |
| Summit Trail Partners | 81 | Up 3 | 1 low | Slow page load on phones |
Fictional firms, for illustration.
Network pricing
Simple, per firm, on one annual plan.
Step 1
Free check of every firm
Free
Before our first meeting, we score every firm and show you which ones need help first.
Core plan
Step 2
Shield for all your firms
$99 to $149 per firm/mo
Yearly agreement, 10 firms or more. The more firms, the lower the price per firm.
- Monthly score, alerts and fixes for every firm
- One page showing all your firms, ranked
- Checks on firms you plan to buy
- See which firms fixed their issues
Get started
Get your network scored, free.
Tell us a little about your network. We reply within one business day and agree how to share your firm list.
- Free first look at every firm
- Results shown in your first meeting
- Rollout planned around your acquisition pipeline