Give every client a financial report card with your name on it.
A simple, instant financial grade — A through F — that clients actually understand at a glance. White-labeled with your firm's branding, built on an engagement tool your clients will actually want to use.
Clients want clarity. Most tools give them spreadsheets.
A letter grade is something every client already understands, instantly — no financial literacy required to know that a C+ needs work and an A- is worth celebrating. That's the entire hook, and it's why this format engages people who'd otherwise never open a budget worksheet.
A grading scale everyone already understands from school — zero learning curve for your clients.
The entire assessment fits on one screen: grade, breakdown, and a specific path to improve it.
Every report card carries your firm's name and colors — clients associate the clarity with you.
Three ways to put this in front of your clients
Pick the model that fits how your firm actually operates — none of these require your clients to create an account or hand over sensitive data to a third party.
White-labeled portal
Your own branded version of the tool, at your own subdomain. Clients grade themselves before a meeting, giving you a real starting point instead of a blank intake form.
Referral integration
Point clients to a co-branded version from your existing site or newsletter. Simple to set up, no technical integration required on your end.
Ongoing engagement tool
Clients check back in between meetings and see their grade trend over time — giving you a natural, low-effort touchpoint between formal reviews.
The advisors who win the next decade of client relationships won't be the ones with the best spreadsheets — they'll be the ones who make clarity feel effortless.
Nothing to explain to your compliance team
Every calculation runs entirely in the client's own browser. There's no backend database of client financial figures for anyone to worry about protecting, because one was never built.
No client financial data stored, ever
Income, debt, and asset figures are calculated locally and never transmitted to any server.
No client accounts or passwords
Nothing for your clients to sign up for, remember, or for your firm to secure.
Aggregate reporting only
Your firm can see anonymized, aggregate usage patterns — never an individual client's actual figures.
Transparent, published methodology
The scoring logic isn't a black box — every factor and weighting is disclosed plainly to end users.
No bank account linking
Unlike account-aggregation tools, nothing ever connects to a client's actual financial institution.
Educational framing throughout
Every report clearly states this is an educational tool, not individualized financial advice — keeping your firm's own advice the clear point of value.
Built to fit a solo advisor or a full firm
Every tier includes the same core tool. What scales is branding depth, client volume, and how much of the reporting layer you need.
For solo advisors and small practices getting started.
- Co-branded referral link
- Up to 100 client uses / month
- Standard report card design
- Email support
For growing practices and small-to-mid RIAs.
- Fully white-labeled portal on your subdomain
- Your logo, colors, and firm name throughout
- Higher client volume
- Aggregate usage dashboard
- Priority support
For larger firms, credit unions, and multi-office practices.
- Everything in Firm
- Custom domain
- Custom scoring adjustments where appropriate
- Dedicated onboarding
- Volume-based pricing
Straight answers, before you ask
Is this meant to replace what I actually do for clients?
No — it's positioned explicitly as an educational starting point, not individualized advice. It gives clients a simple, honest first read on where they stand, which tends to make the real conversation with you more focused and productive, not less necessary.
How long does white-label setup actually take?
For the Firm tier, typical setup is a short back-and-forth to confirm branding assets (logo, colors) and a subdomain, followed by a review before going live. We'll walk through exact timing on a call.
Can we adjust the scoring methodology for our client base?
The core methodology is standardized and transparently published for consistency and trust. Enterprise partners with a specific, well-justified need can discuss adjustments directly.
What do we actually see on our end?
Aggregate, anonymized usage patterns only — total completions, average grades, common weak points across your client base. Never an individual client's specific financial figures, by design.
Is there a contract or minimum commitment?
Terms are discussed directly based on your firm's size and tier — we're happy to start with a shorter trial period for firms who want to test it with a subset of clients first.
See it with your own branding on it
A short call is the fastest way to see exactly how this would look and work for your specific firm — no obligation, no pressure.