discount center
While we have the bases covered, we can also enjoy some group discounts on tech elements that drive even deeper efficiencies and client experience. If you’re interested in any of the following add-ons, please create a help request for access and a payment link.
$50/mo ($75 retail)
includes Outlook integration
15% off retail
$5/mo
personal access and forms builder
*Core Planning does not control the pricing for these vendors and pricing is subject to change at anytime as each vendor may update their respective pricing schedules. We will promptly give notice of any changes should they occur.
let’s make this list bigger!
As we grow, think about our negotiating power when looking into additional tech solutions.
We’re better together