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01 · Hosted Network

Receive completed financial plans, not cold leads.

Users complete Exnet agents, generate structured financial plans, and submit them directly to your advisory team. You receive a ready-to-action deliverable — not a contact form.

Pricing model Per qualified routing No fixed fees, no minimums
First routing Included Add payment after you receive it
Activation Usually within 24h After firm verification
How Hosted Network works

From agent selection to your first qualified routing.

Step 01

Add the agents you want routings from

Each agent has its own qualification threshold. You'll only ever receive routings that meet criteria.

Step 02

Complete workspace setup

Create your account and verify your firm. We activate Hosted Network within 24 hours.

Step 03

Receive your first routing — included

The first qualified routing is free. Add a payment method only once you've seen the routing quality firsthand.

Choose the agents you want routings from

Each agent routes plans only when the user meets its qualification criteria. You can add or remove agents anytime after activation.

Sustainability
ESG Agent
Climate exposure analysis and SFDR-aligned sustainability scoring.
From $129 per routing
Includes
  • Personalized plan output
  • SFDR-aligned scoring
  • Advisor-ready routing
  • Qualification filters
Add Agent
Most requested
Retirement planning
Retirement Agent
Retirement plan, 401(k) and IRA strategy with consolidation insights.
From $194 per routing
Includes
  • Personalized plan output
  • 401(k) / IRA strategy
  • Advisor-ready routing
  • Qualification filters
Add Agent
Tax optimization
Tax Agent
Tax assessment, harvesting opportunities and optimization plan.
From $207 per routing
Includes
  • Personalized plan output
  • Loss harvesting opportunities
  • Advisor-ready routing
  • Qualification filters
Add Agent
New portfolios
Portfolio Builder
New portfolio plan, allocation strategy and investment recommendations.
From $194 per routing
Includes
  • Personalized plan output
  • Allocation strategy
  • Advisor-ready routing
  • Qualification filters
Add Agent
Existing portfolios
Portfolio Health
Portfolio health report, alignment review and rebalancing recommendations.
From $194 per routing
Includes
  • Personalized plan output
  • Health diagnostics
  • Advisor-ready routing
  • Qualification filters
Add Agent
Apply for network access
Network access agreement

By signing up, you agree to a per-routing access fee for each qualified opportunity delivered to your firm through the Exnet Hosted Agent Deployment. Fees per agent are shown above and are fixed at the time of routing.

A qualified routing is defined as any user who (a) completes the agent journey on Exnet, (b) explicitly consents to advisor introduction, and (c) meets the agent-specific qualification criteria. Routings that do not meet criteria are not invoiced.

Fees are invoiced monthly in arrears with 30-day net payment terms. Either party may terminate with 30 days' written notice.

Exnet does not provide investment advice and is not a regulated advisor. Your firm is solely responsible for SEC compliance, suitability, AML/KYC, and the client-facing relationship after introduction.