As a Licensee, your benefits will include the following for $495/Month:

  • Sign up as many families as you like, same monthly fee.
  • Comprehensive training in two hours or less.
  • Train your way:  On-demand, live or both.
  • Step by step guidance available 24/7/365.
  • Simple, elegant and effective Advisor Dashboard
  • Layers on top of your core business.  No disruption.
  • “Private-Labeled” marketing materials
  • Free One-Year Membership with The Purposeful Planning Institute, a like-minded community of advisors (A $650 Value)
  • Advanced case design support through 3 Dimensional Family Office, if needed.
  • Ongoing technology upgrades and support from your MTM Support Team.

Signing up is easy as “1,2,3”:

  1. Put in your information and execute the Aspida360 Licensing and Confidentiality Agreement.
  2. Enter payment information.   YOU WILL NOT BE CHARGED FOR 14 DAYS.  Cancel any time by emailing prior to the expiration of your 14 day free trial.  The first $495 monthly fee will be charged 14 days from your initial sign up.
  3. Enter easy to remember, customized log in credentials for your access to The MTM Vault and a confirmation email will be sent to you immediately.


Start Now!