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A Smart Digital Office at Best Price

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33% OFF
Starter

Start Exploring

$14.99 / mo
    30-Day Free Trial
    90-Day-Moneyback Guarantee
    33% Savings
    $239.88 $179.88 Billed Annually
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25% OFF
Advanced

Everything You Need

$39.99 / mo
    30-Day Free Trial
    90-Day-Moneyback Guarantee
    25% Savings
    $599.88 $479.99 Billed Annually
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Enterprise

For MGA-AGA

Custom
    Customized for Your Business
    Flexible Billing
    30-Day Free Trial
    90-Day-Moneyback Guarantee
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Starter

Start Exploring

$19.99 / mo

    30-Day Free Trial
    Billed Monthly
    Cancel Anytime

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Popular
Advanced

Everything you Need

$49.99 / mo

    30-Day Free Trial
    Billed Monthly
    Cancel Anytime

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Enterprise

For MGA-AGA

Custom

    30-Day Free Trial
    Flexible Billing
    Customized for Your Business

Contact Us

We Protect Your Privacy

100% Satisfaction Guaranteed

Your Data is Safe With Us

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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

satisfaction

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.

FAQs

Most Frequently Asked Questions and their Answers

We accept all major Credit Cards (i.e. Visa, MasterCard, and American Express). Alternatively, you can pay via PayPal upon request. Please contact us for more details.

We have 2 payment subscriptions; monthly and annual. A monthly subscription in which you will be billed on a monthly basis for the plan you have subscribed for until you cancel. The second is annual plan which renews every 12 months.

Yes, you can cancel the subscription, during or after the free trial, or when your need is fulfilled.

The free trial has all the features that we have on the Premium Plans. You can compare plans here.

If you are not satisfied with BlueMind, you can cancel the subscription at anytime without any penalties or charges.

While authorizing your Credit Card information, please make sure that all the information is correct and you have sufficient amount in it. Or, you may need to contact your bank.

You can pay through Paypal for the subscription. In case of any confusion, you can contact us through live chat or email at hello@bluemind.app

A SMART Digital Office
For Financial Advisors

Connect With Us

Email: hello@bluemind.app
Phone: +1  647-717-6463

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