Chalice NetworkChalice Network is a member benefit organization made up of more than 60,000 financial professionals, and is the destination for independent business owners seeking economies of scale, operational efficiency and enhanced enterprise value. Our mission is to help our members simplify their lives, increase their earnings and better run their business, while best serving their clients.
Chalice Network (chalicenetwork.com) has 2 customer reviews on Five Star Index, with an average rating of 4.0 out of 5.
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Malls & Marketplaces · Miami, Florida
Excellent
Malls & Marketplaces · Miami, Florida
Excellent
Malls & Marketplaces · Florida
Excellent
Malls & Marketplaces · Ft.Lauderdale, Florida
Excellent
2 approved reviews, newest moderated first
Scott M.
Working with Chalice has been an excellent experience for our firm. Chalice has many member benefits that can really help reduce operating costs and improve the range of services a business can provide. The Chalice website is easy and convenient to navigate and the benefits far exceed to cost.
Lee B.
Very little success in making contact with potential sellers and/or merger candidates. I have spent a massive amount of time in past years on the website. Chalice buying out Succession link has certainly changed the your business model. However, the software offerings are already available through broker dealers at the same of lower price.
Response from Chalice NetworkNov 17, 2021
Hello Lee. Thank you very much for your review as this helps us to enhance the user experience for all members on our platform. We are disheartened to hear that you have had little success regarding our product and service. I do see that you have spoken with one of our Senior Accounts manager who attempted to schedule a New Member orientation with you a few times but that the available times did not align with your schedule. Our system indicates that she spoke with you on October 1, 2021, regarding your status, and is scheduled to reach back out to you on the 2nd week of January. If you would like to schedule your New Member orientation before January, please send us an email to [email protected]. During the New Member orientation, an Account Manager will review your account with you and teach you best practices on how to utilize our platform. We value all of our members (active and prospective) and we want to make sure to get you the information and resources we can to help you get value out of our platform.