The First Fully Automated Business Planning System for Financial Advisors

Efficient. Enlightening. Empowering.

“CoreValue has completely changed the way I work with my business clients.”

 T Ray Phillips – Family Business Legacies, MassMutual Financial Professional

CoreValue Business Planning System

Choose the solution that fits your business.

Foundational

DISCOVER, PROTECT & ROUNDTABLE

$75/mo billed monthly *

Consultative

DISCOVER, PROTECT, ALIGN, UNLOCK & ROUNDTABLE

$150/mo billed monthly *

*Pricing reflects a 50% discount off regular retail price – available only to MassMutual Professionals.
Monthly charges will begin upon start of subscription.  

Easy Reporting and Eye Opening Data

DISCOVER

Build Trust

CoreValue Discover Report instantly delivers to your client the operational strengths and value of their business, benchmarked against their industry.

What could their company be worth if it performed like its strongest peers?

PROTECT

Uncover Risk

CoreValue Protect allows Financial Professionals to build trust and confidence with their clients by quantifying the risks to their family, business, vision and future.

The PROTECT module, a tool designed exclusively for MassMutual.

ROUNDTABLE

Aggregate Data

Roundtable is generally used with event marketing or is a great tool to use at a business workshop.

Powerful sales tool, aggregating DISCOVER data from multiple users.

ALIGN

Relieve Bottlenecks

CoreValue Align relieves company bottlenecks by combining and comparing individual Discover reports from all the major stakeholders in the business.

Ideal for family owned companies and businesses with multiple stakeholders.

UNLOCK

Optimize Value

Dig deeper into the 18 Operational Drivers with CoreValue Unlock, giving Financial Professionals a targeted driven analysis in minutes not months.

Complete Value and Value Driver “Actionable Reports” in 90 minutes.

How CoreValue is Changing the Financial Advisor Landscape:

The CoreValue Business Planning System allows me to get to the heart of what matters to my clients most, 90% quicker.  We can discover what their business is actually worth, what their unfound potential is, and most importantly WHY they are missing the mark.

The CoreValue assessments get them motivated to WANT to take action closing the gaps to increase their business value and options for future transitions.

I’ve gained new business clients by using the  PROTECT module, a tool designed exclusively for MassMutual– because I know they can’t access it anywhere else.  Business Advisor colleagues are astounded by the power of the tool, and in turn have introduced me to their clients because of PROTECT.  It’s a win/win for everyone. T Ray Phillips – Family Business Legacies and MassMutual Financial Professional

Foundational

DISCOVER , PROTECT & ROUNDTABLE

$75/mo with annual subscription*

Consultative

DISCOVER, PROTECT, ALIGN, UNLOCK & ROUNDTABLE

$150/mo with annual subscription*

*Pricing reflects a 50% discount off regular retail price – available only to MassMutual Professionals.
Monthly charges will begin upon start of subscription.  

Driven by Trusted Partnerships