Membership Tiers

Private access to JAD's decision instruments.

JAD Decision OS is a controlled-access operating system for disciplined capital decisions. Membership unlocks the JAD Intelligence Suite, where analysis, execution, and risk evaluation occur.

CORE

$149 / month
Access Includes:
  • Dashboard (basic overview)
  • Clients (CRM – core profiles, notes)
  • Activities
  • Wealth Ascension CORE (advisor analysis engine + auditable draft PDF)
  • AI Insights (Adita – limited analysis)
Locked Modules:
  • Sales Opportunities
  • Real Estate
  • Social Media
  • Advanced AI Insights
PRIMARY

PRO

$299 / month
Access Includes:
  • Dashboard (full operational view)
  • Clients (CRM – advanced pipelines, tagging)
  • Activities
  • Sales Opportunities (pipeline & forecasting)
  • Wealth Ascension PRO (institutional PDF, client email, scenario comparison, advisory summary)
  • Real Estate (deal intelligence, risk scoring)
  • AI Insights (Adita – expanded recommendations)
Locked Module:
  • Social Media

ELITE

$749 / month
Full Access Includes:
  • Dashboard (advanced intelligence & alerts)
  • CRM (full)
  • Activities
  • Sales Opportunities
  • Real Estate (advanced risk modeling & stress testing)
  • Wealth Ascension PRO (full institutional advisor workflow)
  • Social Media (intelligence & signals)
  • AI Insights (Adita – highest usage tier)
Enterprise & institutional access available upon request.