Advisor Portal
Built for the professionals who guide families
A coaching surface that turns simulation insight into client action.
Client Dashboard
Monitor each client's sandbox state, funded percentage, and recent simulations.
Simulation Results
Review and annotate outcomes before meetings.
Funding Checklist
Track titling and beneficiary changes across institutions.
White Label
Apply your firm's brand, colors, and disclosures.
Reporting
Export client-ready PDFs of readiness scores and gaps.
Client snapshot
New scoring surfaces give advisors a one-glance view of each client's posture across funding, trust health, and trustee preparedness.
Funding Score
Live from Funding Center
Per-asset Funded / Review / Not Funded status with gap report.
Trust Health Score
Life-event diagnostic
Marriage, divorce, asset changes, trustee review, cadence.
Trustee Preparedness
Six-category readiness
Recommended modules and training priorities.
Funding Gap Report
Printable PDF
Categorized actions to bring assets into the trust.
How clients & advisors connect
Clients are always in control. Advisors only ever see what a client has explicitly shared.
- 1. Client invites
The client sends an invitation to the advisor's email from their "My Advisor" page.
- 2. Advisor accepts
The advisor signs in and accepts the invitation in their portal.
- 3. Client chooses what to share
The client picks which sections (assets, family, trust, simulations) the advisor can view. Access can be revoked any time.
Advisor approval process
Becoming an approved advisor takes three steps. We require verification so families can trust the network.
Submit your firm name, full name, license #, state, and a short bio. Takes about 2 minutes.
We verify your license against state registries (CFP, FINRA BrokerCheck, state Bar, or insurance commissioner) and confirm the firm domain matches your email.
Most applications are approved within 2 business days. You'll receive an email when your portal unlocks.
Earn as an affiliate
Every approved advisor automatically qualifies for our affiliate program. Share your unique referral link with prospects — when they subscribe, you earn a recurring commission. Track clicks, signups, and attributed sales from the Affiliate dashboard.
- • 20% default commission
- • Real-time attribution
- • Monthly payout via email