Simple Tools That Help You Win and Keep Clients
Professional client engagement and essential compliance tools - simple to use, simple to afford at $600/year.
Simple to Use
Clean, intuitive tools that just work without the complexity
Simple to Afford
Professional tools at honest pricing - $600/year vs. $1,200+
Simple to Complete
Your clients will actually finish what you send them
Trusted by Independent Advisors
"My clients love completing the risk assessment - it actually helps me close more prospects and shows I'm using modern tools. I'm not the most tech-savvy advisor, but these tools just make sense."
"No more printing reports, scanning documents, or chasing clients for signatures. Everything is digital and instant. I've reclaimed 15 hours a week that I now spend on client meetings and prospecting instead of paperwork."
"My younger clients especially love the modern experience. They complete assessments on their phones during lunch breaks. It's helped me differentiate from other advisors still using clunky old systems."
Why Overcomplicate Your Practice?
Simply Better Tools
Client engagement and compliance tools that just work. Focus on what matters - growing and protecting your practice.
Simply Honest Pricing
No complexity means lower costs - $600/year vs. $1,200+. What you see is what you pay, nothing hidden.
Simply Modern Experience
Clean, intuitive tools your clients will actually complete. Mobile-first design that feels natural to use.
Simple Tools for Smart Advisors
Client engagement and compliance made simple
Client Risk Assessment
Engage prospects and clients with modern risk profiling. Mobile-first experience that builds trust and converts.
- Professional client questionnaires
- Mobile-optimized experience
- Visual risk reports
- Annual client check-ins
DOL Rollover Compliance
Complete DOL-compliant rollover analysis with fiduciary documentation.
- DOL-compliant workflow
- Cost comparison engine
- Fiduciary documentation
- Audit trail compliance
IPS Generator
Professional Investment Policy Statement creation from risk assessments. Streamline your fiduciary documentation.
- Auto-generate from assessments
- Professional templates
- Digital signatures
- Review scheduling
One-Page Financial Plans
Visual financial summaries for prospect meetings. Perfect complement to compliance tools.
- Current snapshot analysis
- Gap analysis reporting
- Visual progress tracking
- Action item generation
Simple Pricing for Smart Advisors
Professional advisor tools without the complexity or premium pricing
Individual Tools
Most Flexible
per tool
Complete Bundle
All three tools included
Save $45 monthly
Additional Users
Scale Your Team
per additional user
Stop Overpaying for Overcomplicated Tools:
"Simple tools that just work"
Frequently Asked Questions
Will this help me win more clients?
Yes! Our risk assessment creates professional 'wow moments' with prospects, while the mobile experience shows you're a modern advisor who invests in client experience.
Does this handle DOL compliance?
Absolutely. Our rollover analysis tool follows all DOL fiduciary requirements and provides complete audit documentation.
How is this different from other advisor tools?
We focus on simplicity. Most platforms overwhelm you with features you'll never use. We built the essential tools advisors actually need - client engagement and compliance - without the bloat.
Can I try before buying?
Yes! We offer a free trial with no credit card required. Experience the tools risk-free.
How quickly can I get set up?
Most advisors are up and running within 15 minutes. We provide setup guides and dedicated onboarding support.
Ready to Simplify Your Practice?
Join smart advisors who choose simple tools that help them win and keep more clients.