Flexible Pricing

Start with a free 30-day trial of the Professional plan to decide if MyNextAdvice is right for you. Simple per-user pricing means you never pay more than you need to.

Monthly

Annual – save 20%

Professional

Everything you need to collect client feedback, gain rich insights and grow your business.

No limit on users

Create and send unlimited surveys

Individual and practice reports and analysis

Priority support

What-if analysis tool testThis is an extremely powerful tool that enables you to understand what outcomes you could expect as a result of making one or more changes to a range of Relationship Drivers and/or Lifetime Value Drivers, potentially saving you a lot of time and money

Game plan tool testThis tool is designed to provide tangible evidence of your actual results together with a range of ‘plays’ to help you achieve stronger performance. This allows you to more quickly identify specific areas for improvement and the levers at your disposal.

Dedicated onboarding

Advanced team management & roles

Unlimited free admin users testThe Super Admin can invite an unlimited number of other personnel to take on the role of Administrator who can help in the day to day operations of the account

$96 Per user per month

+ Get introduced to potential clients for $99 per lead testYou will have automatic access to our Leads function so you can receive information about advice opportunities submitted by consumers. You will receive a communication from us every time a consumer has been matched to discuss a specific advice need and the lead information will appear in your dashboard for review. You can opt out of this function at any time.

Base

A simpler plan if you just want to collect client feedback and access basic reports.

No limit on users

Create and send unlimited surveys

Individual planner reports and analysis

Email, phone and self-serve support

$48 Per user per month

+ Get introduced to potential clients for $99 per lead testYou will have automatic access to our Leads function so you can receive information about advice opportunities submitted by consumers. You will receive a communication from us every time a consumer has been matched to discuss a specific advice need and the lead information will appear in your dashboard for review. You can opt out of this function at any time.

Professional

Everything you need collect client feedback, gain rich insights and grow your business.

No limit on users

Create and send unlimited surveys

Individual and practice reports and analysis

Priority support

What-if analysis tool testThis is an extremely powerful tool that enables you to understand what outcomes you could expect as a result of making one or more changes to a range of Relationship Drivers and/or Lifetime Value Drivers, potentially saving you a lot of time and money

Game plan tool testThis tool is designed to provide tangible evidence of your actual results together with a range of ‘plays’ to help you achieve stronger performance. This allows you to more quickly identify specific areas for improvement and the levers at your disposal.

Dedicated onboarding

Advanced team management & roles

Unlimited free admin users testThe Super Admin can invite an unlimited number of other personnel to take on the role of Administrator who can help in the day to day operations of the account

$76 Per user per month, billed annually

+ Get introduced to potential clients for $99 per lead testYou will have automatic access to our Leads function so you can receive information about advice opportunities submitted by consumers. You will receive a communication from us every time a consumer has been matched to discuss a specific advice need and the lead information will appear in your dashboard for review. You can opt out of this function at any time.

Base

A simpler plan if you just want to collect client feedback and access basic reports.

No limit on users

Create and send unlimited surveys

Individual planner reports and analysis

Email, phone and self-serve support

$38 Per user per month, billed annually

+ Get introduced to potential clients for $99 per lead testYou will have automatic access to our Leads function so you can receive information about advice opportunities submitted by consumers. You will receive a communication from us every time a consumer has been matched to discuss a specific advice need and the lead information will appear in your dashboard for review. You can opt out of this function at any time.

Start a free 30 day trial of the Professional plan with no limits and no credit card. Then choose a plan that works for you.

Does the free trial have any restrictions?

No. When you register for your free 30-day trial, you will be automatically assigned to the Professional plan and that entitles you to unrestricted use throughout the free trial period. That means no restrictions on the number of users, client surveys or survey responses.

You will have unfettered access to all MyNextAdvice features and functions.

How many accounts do I need to create?

MyNextAdvice is designed so you only need to set up a single account for your practice. It doesn’t matter how many planners the practice has.

This makes it easy to schedule client surveys, review the results and make decisions as a practice.

Who should control the account?

It’s important that your account is controlled by a responsible person in your practice – this could be the Practice Principal/Director/Partner or another trusted senior member of the team.

Whoever that person is, they will be called the Super Admin and they will have unfettered access to all account functions. For example, they will be able to add and remove users, and they will have complete visibility of the practice’s results.

Who else can access the account?

Once the account is first registered, it will be up to the Super Admin to provide access to other practice personnel. For example, the Professional Plan allows the Super Admin to invite other personnel to take on the roles of Administrator (someone who can help with operating the account) and Planner (whose clients will be surveyed).

Each of these roles have restrictions on what functions they can access.

Engage clients and grow your business with a 30 day trial

Sign up for a free 30-day trial to see if MyNextAdvice works for you. No credit card required.