Comprehensive Platform

Everything You Need to Generate Qualified Leads

Our platform combines interactive calculators, lead scoring, analytics, and CRM integration to help financial advisors generate and convert more qualified prospects.

Lead Generation

Interactive Calculators

Engage prospects with professional tax reduction and retirement planning calculators

Higher engagement rates

Qualified lead capture

Instant value demonstration

Lead Scoring

Automatically score and prioritize leads based on calculation results

Focus on qualified prospects

Improved conversion rates

Time-saving automation

Real-time Notifications

Get instant alerts when prospects complete calculators

Strike while iron is hot

Never miss opportunities

Faster response times

Analytics & Insights

Performance Analytics

Track calculator performance, conversion rates, and lead quality

Data-driven decisions

ROI optimization

Performance insights

Lead Funnel Tracking

Visualize your entire lead generation funnel from visitor to client

Identify bottlenecks

Optimize conversion

Measure success

Branding & Customization

Multi-Tier Branding

Platform → IMO → Region → Team → Advisor branding cascade

Professional appearance

Brand consistency

White-label options

Custom Calculators

Create calculators tailored to your specific services and markets

Unique value proposition

Competitive advantage

Specialized targeting

Integration & Automation

CRM Integration

Seamlessly connect with Salesforce, HubSpot, and other major CRMs

Automated workflows

Reduced manual entry

Centralized data

API Access

Full API access for custom integrations and advanced workflows

Custom solutions

Advanced automation

Technical flexibility

Security & Compliance

Enterprise Security

Bank-level security with encryption, SSO, and compliance features

Data protection

Compliance ready

Peace of mind

Multi-Tenant Architecture

Secure data isolation for teams, IMOs, and enterprise clients

Data privacy

Scalable access

Role-based permissions

Professional Calculator Suite

Our calculators are designed by financial professionals for maximum engagement and lead conversion.

Tax Reduction Estimator

Help prospects discover potential tax savings with our comprehensive tax reduction calculator.

Multi-step qualification process
Real-time tax savings calculations
Lead scoring and qualification

Roth Excelerator

Coming Soon

Advanced retirement planning calculator for Roth conversion strategies and optimization.

Retirement projection modeling
Roth conversion optimization
Tax-efficient strategies

Ready to Transform Your Lead Generation?

Join thousands of financial advisors using our platform to generate 3x more qualified leads.

30-day free trial • No setup fees • Cancel anytime