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Welcome, Diversify Advisor Network
We're excited to boost your meeting efficiency and streamline your workflows. Get started today!
Diversify advisors receive preferred pricing on the Scale plan.
Prices shown based on billing period.

Scale

Growing teams

$120$90
per Full seat/month

Collaboration and insights for teams with aggressive growth goals.

Scale Features

  • Full seat included
  • 10% discount on Lite Seats ($270/yr)
  • Customization support
  • Unlimited teams
  • Team analytics support
  • Unlimited meeting captures
  • Unlimited AI meeting notes
  • Unlimited AI tasks
  • Organization level configuration
  • Child account controls
  • Scorecards
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Industry recognition

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Best in Show

Wealth Management EDGE Tech Demo Competition

May 2024
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3-Category Winner

10th Annual "Wealthies"

June 2024
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Wealthtech Startup of the year 2024

Digital Wealth Management Impact Awards

October 2024

Frequently asked questions

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