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The Most Important Activity
You Can Do for Your Family

Just like cars run on gasoline or electricity, families and their businesses run on information. Our 360-degree assessments provide real-world insights to align your family and business goals.

These short online assessments that can be done in 5 to 20 minutes, can give you real world information on your family
members' thinking, concerns, and thoughts for the future.

An Intelligence Engine for Enterprising Families and Advisors
Created by Family Business Experts Randel S. Carlock and Keng-Fun Loh

Experts Image

At a Glance

The Advantage
You create a live case about your own family with family-centered 360 assessments.

More accurate - feedback reports with verbatim share how all of you feel in your own words.
Much Better Learning
Motivational because the family is supporting each other.

Experiential in identifying new behaviors. Eg., learning to share your feelings about your communication
Everyone Can Do It!
Written in plain language with information icons to help along the way.

Now in 13 languages so everyone can understand the questions and participate in the language they are most comfortable with.
Clarity and Focus in under 20 minutes
Short assessments with open-ended reflection questions to help your family focus on the big ideas.

Customised AI-powered Insights and actionable next steps.
Build Stronger Trusting Relationships
Make the Implicit thoughts, feelings, and desires Explicit.

Stimulates change with new Information into the family system.

360 Tools Live Now

basic

Parallel Planning Process
Basic360 Profile

to assess the performance of your family and business planning

Moon

Parallel Planning Process
Advanced360 Profile

to assess and benchmark the performance and importance of your family and business planning

Commitment

Communication360 Scorecard

to assess your family's communication effectiveness

Communication Family

Commitment360 Scorecard

to assess your family's commitment to the family business

Listening

Listening360 Scorecard

to assess your listening skills

Our Pricing Plans

Unlock 7-day access to Family Communication360—for up to 5 raters.

Family

$ 499 USD / year
billed annually
$599 USD/year Get 2 months free
For families who use assessments once or twice a year.
Plan size
  • Free Core assessments for 5 raters
  • Core Assessments include: Parallel Planning Process Basic360 Profile, Family Communication360 and Family Commitment360 Scorecards.
  • Add raters anytime:​ ​​for $149.90USD/year each
  • For one family
  • One user/admin

Features you will love
  • Unlimited access to other FAB360 assessments - Pay only for what you use
  • 13 languages
  • Centralized dashboard for the facilitator
  • Interactive dashboards for families
  • Individual Feedback Reports
  • Facilitators Feedback Report
  • AI-driven insights with Human-in-the-loop feature
  • User guides in 13 languages
  • Access to FAB Library
  • Secure document storage (100MB)
  • Progress tracking
  • Auto email reminders
  • 1-click re-invite for non-responders
  • Mobile friendly
  • Email support

Advisor

$ 299 USD / month
Or
$2990 USD/year Get 2 months free
For independent advisors and boutique advisory firms.
Plan size
  • Free Core assessments for 30 raters
  • Core Assessments include: Parallel Planning Process Basic360 Profile, Family Communication360 and Family Commitment360 Scorecards.
  • Add raters anytime: for $14.99USD/month or $149.90USD/year each
  • Unlimited families
  • Unlimited users
  • Unlimited admins

Features you will love
  • Unlimited access to other FAB360 assessments - Pay only for what you use
  • 13 languages
  • Centralized dashboard for the advisor
  • Interactive dashboards for families
  • Individual Feedback Reports
  • Facilitators Feedback Report
  • AI-driven insights with Human-in-the-loop feature
  • User guides in 13 languages
  • Access to FAB Library
  • Secure document storage (1GB)
  • Progress tracking
  • Auto email reminders
  • 1-click re-invite for non-responders
  • Mobile friendly
  • Email support

Advisor Plus

$ 499 USD / month
Or
$4990 USD/year Get 2 months free
For medium size professional firms with more than 10 advisors.
Plan size
  • Free Core assessments for 50 raters
  • Core Assessments include: Parallel Planning Process Basic360 Profile, Family Communication360 and Family Commitment360 Scorecards.
  • Unlimited families
  • Add raters anytime: for $14.99USD/month or $149.90USD/year each
  • Unlimited users
  • Unlimited admins
  • User-specific access rights

Features you will love
  • Unlimited access to other FAB360 assessments - Pay only for what you use
  • 13 languages
  • Centralized dashboard for each advisor
  • White Label reports with customised branding
  • Interactive dashboards for families
  • Individual Feedback Reports
  • Facilitators Feedback Reports
  • AI-driven insights with Human-in-the-loop feature
  • User guides in 13 languages
  • Access to FAB Library
  • Secure document storage (10GB)
  • Progress tracking
  • Auto email reminders
  • 1-click re-invite for non-responders
  • Mobile friendly
  • Email support

Family

$ 499 USD / year
billed annually
$599 USD/year Get 2 months free
For families who use assessments once or twice a year.
Plan size
  • Free Core assessments for 5 raters
  • Core Assessments include: Parallel Planning Process Basic360 Profile, Family Communication360 and Family Commitment360 Scorecards.
  • Add raters anytime:​ ​​for $149.90USD/year each
  • For one family
  • One user/admin

Features you will love
  • Unlimited access to other FAB360 assessments - Pay only for what you use
  • 13 languages
  • Centralized dashboard for the facilitator
  • Interactive dashboards for families
  • Individual Feedback Reports
  • Facilitators Feedback Report
  • AI-driven insights with Human-in-the-loop feature
  • User guides in 13 languages
  • Access to FAB Library
  • Secure document storage (100MB)
  • Progress tracking
  • Auto email reminders
  • 1-click re-invite for non-responders
  • Mobile friendly
  • Email support

Advisor

$ 299 USD / month
Or
$2990 USD/year Get 2 months free
For independent advisors and boutique advisory firms.
Plan size
  • Free Core assessments for 30 raters
  • Core Assessments include: Parallel Planning Process Basic360 Profile, Family Communication360 and Family Commitment360 Scorecards.
  • Add raters anytime: for $14.99USD/month or $149.90USD/year each
  • Unlimited families
  • Unlimited users
  • Unlimited admins

Features you will love
  • Unlimited access to other FAB360 assessments - Pay only for what you use
  • 13 languages
  • Centralized dashboard for the advisor
  • Interactive dashboards for families
  • Individual Feedback Reports
  • Facilitators Feedback Report
  • AI-driven insights with Human-in-the-loop feature
  • User guides in 13 languages
  • Access to FAB Library
  • Secure document storage (1GB)
  • Progress tracking
  • Auto email reminders
  • 1-click re-invite for non-responders
  • Mobile friendly
  • Email support

Advisor Plus

$ 499 USD / month
Or
$4990 USD/year Get 2 months free
For medium size professional firms with more than 10 advisors.
Plan size
  • Free Core assessments for 50 raters
  • Core Assessments include: Parallel Planning Process Basic360 Profile, Family Communication360 and Family Commitment360 Scorecards.
  • Unlimited families
  • Add raters anytime: for $14.99USD/month or $149.90USD/year each
  • Unlimited users
  • Unlimited admins
  • User-specific access rights

Features you will love
  • Unlimited access to other FAB360 assessments - Pay only for what you use
  • 13 languages
  • Centralized dashboard for each advisor
  • White Label reports with customised branding
  • Interactive dashboards for families
  • Individual Feedback Reports
  • Facilitators Feedback Reports
  • AI-driven insights with Human-in-the-loop feature
  • User guides in 13 languages
  • Access to FAB Library
  • Secure document storage (10GB)
  • Progress tracking
  • Auto email reminders
  • 1-click re-invite for non-responders
  • Mobile friendly
  • Email support