The platform
Aligned Wealth App
The client-facing tools (Investor Design assessment, clarity tools, the wealth map) with your whole business behind them: CRM, marketing campaigns, pipeline and follow-up, in one login.
$197/mo Free for 7 days, then $197/mo. Cancel anytime.
Start my 7-day free trial- The Aligned Wealth App, your full agent platform
- The Hub: onboarding, training & challenges
- Family Legacy OS: client legacy planning
- 14+ financial calculators & interactive presentations
- The Planner & built-in task management
- Built-in CRM with an auto-populating pipeline
- The Blueprint, your guided growth path
- Personal affiliate links + 2-tier affiliate program