Flatten your sales funnel
Lead Generation - Discovery - Qualification - Revenue
All in One Tool!
Offer a fast, free, and anonymous financial plan directly on your website. Our fully automated, DIY process takes prospects under 5 minutes to complete.
Provide immediate value!
You'll get a dedicated url for your survey assessment. Or, embed our widget on your website with a quick copy/paste. No tech team required.
Get up and running in minutes!
Brand our tools with your logo and colors. Customize your profile page in every plan to include your unique links and call-to-action.
Make it your own!
Unlock powerful data on every user that completes a financial assessment. Send this data directly into your CRM system to create or update user profiles.
Access 50+ data points on every lead!
See how your audience is performing financially at the aggregate level. Spot trends, financial gaps and opportunities to expand your wallet share.
Get better insight to your client & prospect base!
Earn a referral fee for actions taken with advertisers. Showcase a hand-selected set of solutions from our partner network, or bring your own strategic partners to the table.
Get paid to make referrals!