CLIENT DISCOVERY • FINANCIAL CLARITY • PROFESSIONAL REPORTS

See the full financial picture.
Lead the next conversation.

The Wealth Analyzer helps agents uncover protection, retirement, debt, income, and legacy gaps—then turn complex information into a clear client strategy.

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✓ No spreadsheet chaos✓ Professional client reports✓ Built for agents and agencies
Client Overview
72Clarity Score

Financial priorities identified

Protection • Retirement • Debt • Legacy

Income Gap$4,250/mo
Protection Need$875,000
Retirement Target68%
Next StepStrategy Review
↗
Client Strategy ReportReady to review and share
Built for independent agentsDesigned for client clarityReady for growing agenciesSecurely organized
A BETTER CLIENT CONVERSATION

From scattered facts to a clear financial story

Guide clients through a structured discovery process, identify the gaps that matter, and create a professional summary they can actually understand.

01
＋

Create the client profile

Capture household, income, protection, debt, retirement, and legacy information in one organized experience.

02
⌁

Analyze the financial picture

Reveal priority areas and planning gaps without relying on disconnected calculators and handwritten notes.

03
▤

Present with clarity

Generate a polished client-facing report that supports an educational, strategy-first recommendation meeting.

ONE PLATFORM. ONE CLEAR VIEW.

Everything agents need to prepare, present, and follow up

The Wealth Analyzer gives your client process structure while helping you look polished, prepared, and consistent.

✓Complete wealth discoveryOrganize protection, income, assets, debt, retirement, and legacy needs.
✓Professional reportsCreate client-friendly one-sheets and full strategy summaries.
✓Saved client recordsReturn to analyses, update information, and prepare for annual reviews.
✓Agent and agency brandingPresent reports with your professional identity and disclosures.
✓Simple client pipelineTrack progress from discovery through strategy and implementation.
WEALTH ANALYSISPrepared for Jordan & Taylor
Financial ClarityPriority Areas Identified
Protection Planning
Retirement Readiness
Debt Strategy
Monthly Income Goal$12,000
Legacy Goal$1.5M
Recommended next conversation

Review identified priorities and explore suitable strategy options.

BUILT TO GROW WITH YOUR TEAM

Give every agent a stronger, more consistent process

Agency plans provide centralized branding, team access, reporting standards, and visibility into platform usage—without forcing every agent to invent their own client process.

  • Agency-level branding and disclosures
  • Agent seats and permission controls
  • Shared templates and reporting standards
  • Team activity and usage visibility
Request an Agency Demo
CA
Chanda AliOrganization Owner
Active
JS
Jordan SmithWealth Strategist
Active
TM
Taylor MooreAgent
Invited
24Analyses this month
8Active agents
SIMPLE MONTHLY PRICING

Choose the workspace that fits your business

Start with the tools you need today, then expand as your client base and team grow.

INDIVIDUAL

$79/month

For agents who want a structured discovery and reporting process.

  • 1 agent account
  • Up to 50 active client profiles
  • Complete Wealth Analyzer
  • One-sheet and full reports
  • Email and download reports
Start Free Trial
MOST POPULAR
PROFESSIONAL

$129/month

For serious producers who want branding, workflow, and unlimited clients.

  • Unlimited client profiles
  • Custom agent/company branding
  • Client pipeline and report history
  • Custom disclosures
  • Priority support
Start Free Trial
AGENCY

$299/month

For leaders who want one consistent client process across a team.

  • 5 agent seats included
  • Agency-level branding
  • Team management controls
  • Shared templates and settings
  • Usage dashboard
Book Agency Demo

Founding-agent pricing and annual billing options can be introduced during beta launch.

FREQUENTLY ASKED

Built for financial professionals—not spreadsheet hobbyists

Is The Wealth Analyzer a financial product recommendation tool?

No. It is a client-discovery, analysis, and reporting platform designed to organize information and support educational strategy conversations.

Can I use my own branding?

Professional and Agency plans are designed to support approved agent or agency branding, contact details, and disclosures.

Can my team use the same account?

Agency plans provide separate agent access under one organization so client data and activity can be managed appropriately.

Will clients log in?

The initial release is agent-led. A secure client intake and portal experience can be introduced as a future platform feature.

Give every client conversation more clarity.

Stop piecing together disconnected notes and calculators. Build a complete financial picture—and show clients what matters next.

Start Your Free TrialBook a Demo