Do you offer discounts to groups of agents or advisors?

We don’t offer traditional “discounts” in the sense of reducing pricing for the same individual plan.

However, for organizations with multiple advisors—such as IMOs, FMOs, BGAs, or larger teams—we offer Enterprise options designed specifically for group deployment.

Rather than simply lowering the price, Enterprise plans are structured to support:

• Organization-wide rollout across multiple advisors

• Consistent, compliant client education across your distribution

• Centralized control with flexibility for individual advisors

• Scalable pricing aligned with team size and usage

This ensures the system works effectively at the organizational level—not just as a collection of individual accounts.

If you're exploring WebPrez for a team or organization, the best next step is to schedule an Enterprise Strategy Session. We’ll walk through your structure, goals, and how WebPrez can be deployed across your advisors.

👉 Schedule an Enterprise Strategy Session

Updated on: 03/28/2026