For advisors
Companion
No card needed, no trial period, no expiry.
- Score every supplier from every TSD against your deal
- See the reasoning behind every score
- Request introductions through your TSD
- Your TSD keeps the deal
- Free access to MDF'r and Sweep
- Rankings come entirely from fit, never from budget
For suppliers
Every package is a 12-month agreement. Pay the year upfront and get two months free.
Essentials
12-month agreement- Claim, edit and fully build your profile
- Smart quote routing
- Engagement counts by vertical and match rate
- Basic vertical coverage tags
- Email and SMS notifications
- Up to 25 training assets
- Promo creation and scheduling
- Quarterly match digest
- 1 Channel Manager seat included, more at $49 a month
Professional
Most popular- Everything in Essentials
- 3 Channel Manager seats included
- 1 Sales Leader seat included
- Revenue by product, vertical and region
- Win and loss tracking
- Speed-to-impact correlation
- Enhanced quoting and proposal tracking
- Salesforce, HubSpot, Gong and Teams integrations
- Full market intelligence and category insights
- Unlimited training assets
- Additional Channel Manager seats at $49 a month
Enterprise
12-month agreement- Everything in Professional
- 5 Channel Manager seats included
- Up to 5 Sales Leader seats
- Category benchmarks for match rate, win rate and speed
- A channel advisory relationship
- Custom reporting and delivery cadence
- Full API access and custom data pipelines
- Spiff ROI attribution and A/B testing
- Continuous AI profile optimization
- Deep competitive intelligence
- Dedicated onboarding and support
Position in results is always determined by fit
Companion is free for every advisor. Suppliers choose a package for the tools they need, and no package buys a better position.
Watch Companion work
Score every supplier against your deal and see the reasoning behind every score.
Questions about pricing
Can suppliers pay to rank higher?
No. Rankings come entirely from fit. Match logic is identical for every supplier regardless of package, and tiers differ in tools, not in how advisors see you.
What does an advisor pay?
Companion is free for every advisor.
Do we take a commission?
No. We do not earn commissions on anything advisors close, and deals can route through your existing TSD relationships.
Can I add Channel Manager seats?
Yes. Essentials includes 1 seat, Professional 3 and Enterprise 5. Each extra seat is $49 a month, or $490 a year on annual billing, and you pick how many at checkout.
Start with a deal
Advisors start free. Suppliers can talk to us about the right package.
Show me the fit