Pricing

 

Advisor

Ideal for individual advisors.

Convert more leads.
Unlimited Groups
Automatically Calculate Turnover Costs
Ideal for individual advisors.
Ideal for individual advisors.
Ideal for individual advisors.
Client PDF Reports
Measure Impact of Triggering Events
View Turnover Trends
Generational Based analysis
Job Classification Cased Analysis
Cost Savings Illustrations
Automatically Calculate Employee Retention Rate Changes
Branding Customization
Custom Branded Safa Marketing Materials
Advisor training
"Safa Onboard" - Concierge Service
Premium Support

Enterprise

Ideal if you are a Brokerage, MGA, GA, IMO, FMO.

Increase advisors sales efficiency and velocity.
Includes Advisor Features +
Unlimited Advisors
Unlimited Offices
Team Management
Advisor Usage Analytics
Sales team training
"Safa Onboard" - Concierge Service
2 Premium Support Users