ClientGen Reach for Claude
Bring your audience. Turn your ideas into branded outreach.
30 days free, then $49/monthTry this flowTHE NEXT CLIENTGEN EXPERIENCE
A better beginning.
Ready for your review.
Explore the new signup from plan selection to next steps. Use sample details, try the different outcomes and review the original signup links.
Interactive preview only. WordPress, existing customer billing and account access remain unchanged. These pages do not submit information or process payments.
Start with a new signup
ClientGen Platform
A clearer picture of your market. More ways to start a conversation.
$2,388/yearTry this flowIncluded connector access
Already a ClientGen data subscriber? Start with the software your plan includes.
Included for eligible subscribersTry this flowClientGen for your firm
Build a plan around your advisors, your workflows and your growth.
Discuss your team’s needsTry this flowOriginal links, preserved offers
Each link opens a review version with its existing price and trial. These offers are separate from the new standard plans.
Kickstart plan7 days free, then $159/monthAmplify plan7 days free, then $489/monthAISG plan7 days free, then $399/monthElevation Point plan60 days free, then $379/monthGeneos plan7 days free, then $389/monthKovack plan60 days free, then $389/month · Firm-specific termsMoney Concepts plan7 days free, then $375/monthOneAmerica plan7 days free, then $375/monthScale firm inquiryOriginal team signup entry point
Review the whole journey
For a paid plan, try the optional service, empty-field validation, editing details, and each outcome on the review step: successful signup, card declined, existing account and account setup pending. The subscriber and firm flows have their own next steps.
Before launch: payment, customer records, access setup, emails and original-link routing still need a verified connection and a separate cutover. A completed preview is not an activated account.