Why buy leads when you can generate your own?
Add value to your website with a free financial plan.
Corner your local market with the exact tactics used by expensive lead brokers.
Take control! Generate & qualifying your own leads.
Get your dedicated survey url in minutes.
Compare Anasova to
Anasova empowers advisors to produce their own leads, directly from their website. Use the data from each user's plan to qualify and have more meaningful conversations in your outreach.
Zoe Financial produces leads through a financial quiz that "matches" users to an advisor. Once converted, the advisor pays out 20% of AUM over the lifetime of the account.
Smart Asset produces leads via a retirement readiness quiz. They refer qualified leads to multiple advisors who each pay (up to) $249 to buy the lead and compete to convert the prospect.
Get Started in Minutes
Plan Generator399$Every month1 license to our financial plan generator
- Here's what you get:
- Dedicated survey link for users to build their free plan
- Your company name on every page of their plan
- Your custom call-to-action in every plan
- Instant email notifactions when a plan has been completed
- Instant access to every completed plan
- The email address (if provided) and opt-in status of users
- Complimentary Marketing Consultation + Funnel Audit
Anasova was built by wealth experts, for wealth experts.
Why pay lead brokers when you can generate your own leads and build YOUR brand using the exact same tactics?