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
Nitrogen
TIFIN Wealth
Tolerisk
Industry Publications
Bob Veres Inside Information
DST - OPUS Online Publication Utility System
Strangers in Paradise - Jim Grubman
Wiley
Compliance Services
FIN Compliance
Registered Investment Adviser's Compliance Survival Toolkit
Foreside
Stark and Stark
Insurance
Gordon Associates
Income Solutions
Markel Cambridge Alliance
Ryan Insurance Strategy Consultants
Long Term Care Physicians Mutual
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
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.