01
Explore
Best for: Interactive goal conversations
Help your clients discover the possibilities with ScenarioIQ.
$50 / monthper company · 1–9 seatsBilled monthly
- ScenarioIQ included
- ClientReports not included
- ClientHub not included
Packages & pricing
The right apps.
One company subscription.
Choose a package for the work your team does. Then select a seat tier and monthly or annual billing to see your company’s price.
One subscription per company
Choose your billing schedule
02
Present
Best for: Teams preparing client reports
Compelling report generation for each client meeting, with ScenarioIQ included.
$100 / monthper company · 1–9 seatsBilled monthly
- ScenarioIQ included
- ClientReports included
- ClientHub not included
03
Operate
Best for: Teams that need no-bloat CRM support
Coordinate client relationships, meeting preparation, and assigned tasks in one workspace.
$100 / monthper company · 1–9 seatsBilled monthly
- ScenarioIQ not included
- ClientReports not included
- ClientHub included
04
Orchestrate
Best for: Firms wanting to raise their professional level
Bring preparation, reporting, and scenario planning into one coordinated workflow.
$250 / monthper company · 1–9 seatsBilled monthly
- ScenarioIQ included
- ClientReports included
- ClientHub included
Company pricing, not per-seat pricing. Choose a seat tier for your firm. Annual plans are billed once per year at 10× the monthly rate, giving you 2 months free.
The details, side by side
See the features.
Understand the benefits.
One subscription per company
Choose your billing schedule
On smaller screens, swipe the table to compare all four packages →
| What it helps you doFeatures & benefits | 01Explore | 02Present | 03Operate | 04Orchestrate |
|---|---|---|---|---|
| Company subscription1–9 seats · billed monthly | $50 / monthper company · 1–9 seatsBilled monthly | $100 / monthper company · 1–9 seatsBilled monthly | $100 / monthper company · 1–9 seatsBilled monthly | $250 / monthper company · 1–9 seatsBilled monthly |
| Apps included | ||||
| ScenarioIQRealtime scenario planning | ✓Included | ✓Included | —Not included | ✓Included |
| ClientReportsClear, concise client reports | —Not included | ✓Included | —Not included | ✓Included |
| ClientHubCRM and project management. | —Not included | —Not included | ✓Included | ✓Included |
| Client relationships & project work | ||||
| Clients, Prospects, and ExpertsMaintain contact information | —Not included | —Not included | ✓Included | ✓Included |
| Meeting Prep & ProjectsLess stress knowing you are prepared for every meeting. | —Not included | —Not included | ✓Included | ✓Included |
| Assign tasks to team membersConfidence your commitments will be met | —Not included | —Not included | ✓Included | ✓Included |
| Reusable meeting & project templatesSave time and effort preparing for each client interaction. | —Not included | —Not included | ✓Included | ✓Included |
| Meeting Paperwork and Reports | ||||
| Standardized reportsQuick and easy report creation. | —Not included | ✓Included | —Not included | ✓Included |
| Synchronized dataEfficiently update or correct data across all reports | —Not included | ✓Included | —Not included | ✓Included |
| Trust Building Experiences | ||||
| Interactive, real-time scenario updatesBuild client confidence in their goal achievement. | ✓Included | ✓Included | —Not included | ✓Included |
| Discover the possibilitiesHave fun establishing what can be achieved. | ✓Included | ✓Included | —Not included | ✓Included |
Included Not included
Before you choose
Bring your office’s real questions.
Start with the published facts, then use a personal demo to check the details that matter to your firm.
What you can review now
Can we use just one app?
Yes. Explore includes ScenarioIQ; Operate includes ClientHub. Present includes ClientReports and ScenarioIQ. Orchestrate includes all three apps.
Is pricing per person?
No. Prices are per company, based on a seat tier and billing schedule. The four tiers are 1–9, 10–19, 20–29, and 30+ seats. See the packages page for the complete comparison.
Are these samples the live apps?
No. The interactive samples are illustrative demonstrations with fictional data. They explain workflows and are not actual product screenshots or a signed-in workspace.
Can we try the apps?
A free 14-day trial is available. Start a trial, or book a demo to discuss your workflow first.
Who is behind ClientSuites™?
ClientSuites™ is the product family from My Deliverables Team LLC. ClientHub, ClientReports, and ScenarioIQ are the individual apps.
Testimonials
Experiences worth sharing.
Perspectives from the people using our apps.
“Finally a streamlined way to create our client's meeting packet reports. I can enter the data in one place, and all of the reports are ready to be generated. One at a time, or all at once. If I need to make any changes, that input instantly updates all of the reports affected by the change. This app saves me so much time.”
“It is refreshing to see (my) financial picture (with) easy to understand report(s).”
Referring to the Circle Chart™
“You really nailed it.”
“This is brilliant. I am loving this.”
“100% of my clients who needed to make changes to achieve their financial goals committed to taking action once they could see the immediate impact those changes would have on their financial plans. I was pleasantly surprised by how powerful that experience was. The app’s ability to visually tell each client’s financial story makes the results tangible, compelling, and incredibly motivating. Seeing the impact in real time made all the difference.”
“It's helped a great deal to visually see where I've been and where I am with my financial plan. What a great tool.”
“I’m a financial planner who works with dozens of advisors with different systems. This lets me see what works and what doesn’t. The (ClientSuites™ system) works.
With ClientHub I’m able to clearly see what I need to do, when I need to do it, communicate with the team, and review previous meetings. Being designed for financial services teams it’s less bloated than general-purpose CRMs.
ClientReports has turned work that used to take hours in Excel into a quick and clean deliverables packet.
ScenarioIQ allows advisors to easily illustrate in real time the impact of clients’ decisions. You can see clients’ brains turn on when they watch their plan explode from overspending then become sustainable with some commonsense adjustments. It’s proven to be more effective than static scenarios in client conversations.
Together, they function as a great way for financial professionals to communicate & deliver.”
Your next step
See how it fits your team.
Bring a meeting-preparation challenge. Walk through the relevant apps in a 30-minute demo.