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Solutions for Your Business

Guaranteed Issue Group Health Insurance

Provide Fortune 500 benefits and save up to 30% on Guaranteed Issue Group Health to help attract & retain employees.

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Free 401(k) Plan for You & Your Employees

Help you and your employees save for their future with a free 401(k) plan.

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Payroll Processing and Professional HR Guidance

Save 20%+ on an experienced HR professional & payroll team that can help set your company up for success and relieve the burden of processing payroll.

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Free Employment Practice Liability Insurance (EPLI)

Free EPLI coverage to help protect your business against potential employee claims alleging discrimination, wrongful termination, or other employee litigation issues.

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Budgeting & Forecasting Your Business

Engage a fractional CFO at a fraction of the cost of a full-time employee with the Chalice Financial Network™. Benchmark your firm’s future success.

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Book Keeping Services

Save 20% and alleviate the day to day accounting functions so you can get back to what matters most – client service and growing your business.

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Discounted QuickBooks Usage for Life

30% LIFETIME discount on the best-in-class financial reporting software that 4.3M businesses are already using to manage their financials.

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Lead Generation through Optimizing Social Media

Catch the eye of the next generation investor and save 40%+ on the development of a robust social media presence to optimize your clout in the industry.

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Discounted Office Supplies & Technology

Save up to 55% on office supplies and technology needs that you are already using to operate your business.

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Investment Solutions for You and Your Clients

Digital Retirement Platform for Small Business Owners

Transforming the way retirement plans are offered and administered — for the benefit of advisors, employers, and employees alike.

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UMA/SMA TAMP Platform

A single interface to manage traditional, alternative, and direct index strategies through a UMA/SMA structure.

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Technology to Scale Your Business

Redtail CRM

Do you have clients who own a business? Provide deeper client engagement with your business owners.

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Orion Advisor Services

Save nearly 50% on Orion Advisor’s technology platform providing industry-leading performance reporting, rebalancing, and fee billing.

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eMoney Advisors

Join the planning revolution. Save 20% on eMoney Advisor’s new Foundational Planning to help your clients meet their goals.

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Practice Mergers & Acquisition Solutions

Succession Link Advisor Marketplace

Receive a complimentary listing on Succession Link, the leading platform connecting wealth advisors interested in buying, selling or merging practices.

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Chalice Advisor Lending Solutions™

Receive preferred terms from Chalice Advisor Lending Solutions™ to fuel growth, complete an acquisition, consolidate debt, or facilitate succession or a sale.

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Access these exclusive deals and become a member of the Chalice
Financial Network community for $249 per month. Join today.

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