Get to know your prospects
Start your client onboarding early with details you need to identify top clients and prepare for more solutions focused meeting.
Give more value sooner
Financial literacy is key to making better financial decision, including seeing a financial expert. Our tool gathers critical information you need and gives clients personalized financial knowledge using our comprehensive framework of the 5 Key Pillars of Personal Finances.
Save time and effort
Client's lives are busy and hectic. Our assessment only take 5 minute and will help you cut your discovery calls in half by knowing the clients challenges and goals before you meet.