Accounting firms and consulting companies, enhance your value to clients by offering the Corelytics Financial Dashboard! Your monthly coaching will help your clients achieve better financial performance and see the full benefit of your services.

	ADVISOR	PREMIER ADVISOR
Annual Corelytics Dashboard License & Training	FREE	$1,300
Price per  subscriber (at coach discount)	$49*	$39**
Client Sign Up	Our Site	Your Site
Coach dashboard to access client accounts
Starter Kit & Coach Training
Technical product support
Marketing guidance, timeline & templates
Joint webinar opportunities
Automated reminder alerts to clients
Administrative login to manage client dashboards
Speaking opportunities (as available)
Storefront in Corelytics Coach Directory
Direct lead opportunities
Lead generation program eligibility
Industry business intelligence reports

* We directly bill the client for their monthly subscription to Corelytics.
** We bill the advisor for their client’s monthly subscription to Corelytics.