Member Discounts

Discover various discounts on products and services available to NAPFA members below. The discounts are divided into several main categories. Simply click the buttons below for more information. When you contact one of these firms, say, "Yes, I belong to NAPFA" to receive the product or service discount.

Software
Betterment for Advisors

Broadridge

Caribou

College Aid Pro

Collegiate Funding Solutions
PayForED -Student Loan and College Funding - 3 in 1 Software Suite
ExecPlan
Express

FP Alpha

fpPathfinder

Holistiplan
i365
IPS AdvisorPro

Knudge

MessageWatcher
Money GuidePro
Morningstar
Money Tree Software

MyRepChat
Omyen Corp
Pocket Risk 
PreciseFP
Riskalyze

TIFIN Wealth

Tolerisk

Software Discounts

Industry Publications

Bob Veres Inside Information
DST - OPUS Online Publication Utility System
Strangers in Paradise - Jim Grubman
Wiley

Industry Publications


Compliance Services

FIN Compliance
Registered Investment Adviser's Compliance Survival Toolkit
Foreside
Stark and Stark

Compliance Services


Insurance

Gordon Associates

Income Solutions 
Markel Cambridge Alliance
Ryan Insurance Strategy Consultants
Long Term Care Physicians Mutual

Insurance Services


Other Products and Services
Aaron Solutions

Behavioral Finance Network
Hello My Name Is, LLC

Life Goes on Roadmap
Lightbulb Press
The National Underwriter
ShazzleMail
ReminderMEDIA
Ruby Receptionists

Other Products and Services

If you know of a provider that may be willing to offer similar discounts to NAPFA members, please contact the NAPFA Membership Team.

Disclaimer
We are grateful to each of the service providers for offering discounts as a benefit to NAPFA Members. However, it should be understood that NAPFA does not undertake the responsibility of performing due diligence on individual providers. Also, inclusion in the following list does not constitute an endorsement by NAPFA. Members should perform their own due diligence on any products or services which they use or recommend.

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