Enterprise
3 a Day for the
whole team.
For broker-dealers, RIAs and large advisory teams. Roll 3 a Day out across seats with per-seat volume pricing that drops at scale — and add Pinnacle distribution on top.
Built for scale
Everything in White Glove, plus the things teams need.
Multi-seat rollout
Onboard advisors as a team, with shared targeting, brand voice and reporting across the firm.
Volume pricing
Per-seat pricing that drops as you add seats. We quote it to your roster — no surprises.
Pinnacle distribution
Add the Pinnacle Group's distribution network on top of agent and human channels.
Compliance & controls
Admin oversight, approval workflows and CCPA / GDPR-compliant data handling for the firm.
Dedicated success
A named success manager to tune targeting, review performance and support your advisors.
Operations support
Backed by RIA VA Solutions for the operational lift behind a firm-wide program.
Part of the Pinnacle family
Real distribution behind the data.
ClientGen is backed by The Pinnacle Group and its distribution network, with operations support from RIA VA Solutions. Enterprise programs plug your advisors into infrastructure built for firms, not individuals.
Talk to us
Let's scope your rollout.
Tell us about your firm and we'll come back with per-seat pricing and a rollout plan. No obligation.
- A real conversation
A specialist scopes targeting, channels and seat count with you.
- A written quote
Per-seat volume pricing tailored to your roster.
- A rollout plan
Onboarding sequenced so advisors start producing quickly.
Contact sales
We typically reply within one business day.