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30-Day Free Trial
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Advanced
Everything You Need
$39.99
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Enterprise
For MGA-AGA
Custom
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Customized for Your Business
Flexible Billing
30-Day Free Trial
90-Day-Moneyback Guarantee
Popular
Advanced
Everything you Need
$49.99 / mo
30-Day Free Trial
Billed Monthly
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Enterprise
For MGA-AGA
Custom
30-Day Free Trial
Flexible Billing
Customized for Your Business
Basic
Pro
Enterprise
Unlimited Contacts
Unlimited Tasks
Customized Deals
Import Data
Website Integration
Onboarding Support
1 hour
3 hour
Custom
Cloud Storage
15 GB
500 GB
Custom
Compliance
Basic
Pro
Enterprise
CASL
Smart Notes & Call Logs
Advisor Disclosure
Quick FNA
Advanced FNA
E-Signature
Suitability and KYC
Reason Why Letter
Advance Features
Basic
Pro
Enterprise
Interactive Client Portal
Advisor Academy
Email Integration
Advance Support
AI Recommendations
AI Business Analytics
Brand Customization
Features Comparison
Basic
Pro
Enterprise
Unlimited Contacts
No contact limit, create as much contacts both leads and clients as you grow.
Unlimited Tasks
No limit on the tasks you perform in a day or a month
Customized Deal
Create fully customized deals for each of your client. Visualize your client's journey to identify growth opportunities.
Import Data
Easily Import Data from other CRMs or files
Website Integration
Integrate with your current website for easy accessibility
Onboarding Support
Personalized onboarding and post-support to get you comfortable
Standard
Advanced
Custom
Cloud Storage
Secured cloud storage that you can access from anywhere
15 GB
500 GB
Custom
Compliance
CASL
Automatically send to your client and documented
Smart Notes & Call Logs
Take digital notes or record call logs that are searchable, organized, and simplified. Date, time, locked, and stamped for compliance.
Advisor Disclosure
Upload and customize your disclosure documents easily
Quick FNA
Check the Financial Need Analysis in minutes
Advanced FNA
FNA with AI Recommendation, Product selection, Automatic save with date and stamp on client account
X
E-Signature
FNA with AI Recommendation, Product selection, Automatic save with date and stamp on client account
–
Suitability & KYC
Know your clients and find what suits them more
X
Reason Why Letter
Automated and customized letters as per your need
X
Advanced Features
Interactive Client Portal
Interactive, secure client portal. Realtime access to share all the documents, notes and communication
Advisor Academy
Advance Master Group for personal and professional development
X
Email Integration
Integrate your email within BlueMind App
X
Advance Support
Phone, email, chat, and virtual tech support
X
AI Recommendations
Get personalized recommendations for each client through AI
X
AI Business Analytics
Full analysis of your business operations through AI
X
Brand Customization
Customize your and client's side portal with your brand logo and messages
X
90 Days Money Back Guarantee!
If you’re not 100% satisfied, we’ll refund your payment within 90 days from the day you start paying. No hassles, no risks.
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A SMART Digital Office
For Financial Advisors
Quick Links
Connect With Us
Email: hello@bluemind.app
Phone: +1 647-717-6463
A SMART Digital Office
For Financial Advisors
Connect With Us
Email: hello@bluemind.app
Phone: +1 647-717-6463
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