Avatar SaaS — Fiduciary Capital Coach
Turn owner check-ins into capital-grade conversations — then retainers.
Add-on module for Avatar SaaS: fiduciary-style capital coaching UI for family-office conversations — cash-flow narratives, risk framing, and retainer conversion scripts. $47/mo bump on any Avatar tier.
Ideal for
Avatar SaaS subscribers serving UHNW / family-office principals
- Financial coach agent patterns (budget, risk, runway language)
- Family-office talking points mapped to Home Watch / estate ops
- Retainer conversion scripts after every capital insight
- Works inside Avatar portal as an entitled module
$149.00/mo
14-day free trial · then $149/mo · up to 5 properties
Instant delivery · No account required · Cancel anytime on subscriptions
Prefer a library account? Sign in · Create account
What's included
- • Coach module access
- • Prompt + SOP pack
- • Upsell playbook to CKTCAME Capital Partner Kit
Secure Stripe checkout · Instant library access · NHWA-aligned · Discreet by Design
You may also need
Home Watch Startup Kit
Complete launch package for new home watch operators: inspection checklists, client onboarding forms, insurance templates, service agreement, and 30-day launch plan. Instant secure delivery.
Sovereign Starter Bundle — Toolkit + Sentinel
Home Watch Toolkit v1.1 plus Sentinel Standard checklists in one license. Save $97 vs buying separately. Instant secure delivery.
Coastal Key Avatar SaaS
Agent orchestration brain and client portal — 14-day free trial, then $149/mo. Up to 5 properties and 10 reports/month on Starter.