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The Power & Convenience
of the
CFN Digital Marketplace

Welcome to the one-stop, digital marketplace for independent financial advisors. CFN members receive access to the tools, technology, products, and services needed for the lifecycle of an entrepreneur’s business.

Comprehensive Solutions Tailored to Your Business Needs

Driving Profitability Within Your Practice

Chalice Financial Network™ offers many solutions and technology programs – at a significant discount – that help you manage more clients more efficiently.

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Driving New Client Acquisition & Marketing

A turnkey suite of solutions aimed at helping your business put its best foot forward generating leads in the digital age.

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Seeking Innovative Products & Technology

Chalice Financial Network™ helps take the stress out of investment due diligence and technology decisions while providing discount pricing.

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Breaking Away from a Wirehouse

Making the decision to leave a wirehouse needn’t be scary or daunting. Let Chalice Financial Network™ help you set up your new business.

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Growing Your Hybrid Financial Advisory Business

Chalice Financial Network™ helps remove the complexity of growing a hybrid financial advisory business.

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Building Your Fee-Only Practice

Your Chalice Financial Network™ membership fee affords you access to a host of business solutions and tools to help your business thrive.

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Preparing to Buy a Practice

Buying a business needn’t be daunting! Let Chalice Financial Network™ help you identify opportunities and secure funding.

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Preparing to Sell a Practice

Chalice Financial Network™ provides business solutions to help ensure you get the most for your years of hard work.

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Calculate your Savings as a Chalice Member

Solutions for Your Business

Group Health Insurance

Provide Fortune 500 benefits and save up to 30% on 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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Bookkeeping 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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Financial Reporting and Analysis

Save 20% on a monthly financial reporting package that provides insight into financial performance, control and enables you to make decision with confidence.

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Budgeting & Forecasting Your Business

Engage a Part-Time 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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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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Generously Discounted Responsive Website

Put your best digital foot forward and save up to 85% on a custom website for your business.

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Lead Generation through SEO & Pay Per Click

Go from hoping people find you to helping people find you with 40%+ off custom Search Engine Optimization and Pay Per Click advertising support.

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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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Flexible Month-to-Month Office Space

Save 20% and join the movement of flexible work environments that attract and retain clients and employees while providing financial and operational efficiency.

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Brand Development & Collateral Creation

Whether you’ve considered a brand refresh or an entirely new brand for your business, save 25% on marketing agency services.

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Marketing Strategy & Execution Plan

Take your business to the next level with 25% savings on an in-depth marketing and execution strategy from industry leaders in marketing.

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

Investment Solutions for You and Your Clients

Boutique Investment Bank & Advisory Services

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

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Access to a Wide Variety of Alternative Investments

Differentiate your firm by presenting unique, pre-vetted investment opportunities, spanning a variety of industries and offering types.

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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

Save 25% on Redtail, a best in class CRM tailored to wealth advisors.

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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. COMING SOON!

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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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