A professional-grade assessment tool that generates a branded, customized report showing gaps, risks, and opportunities — helping advisors walk into any meeting as the smartest person in the room.
Two powerful modes designed for every stage of the advisor-prospect relationship.
Fill out the assessment on behalf of a prospect during or after a meeting. Download the branded PDF report instantly to share in your follow-up.
Share a branded link with a prospect. They complete the assessment independently and receive their personalized report by email — you get an instant notification.
Every assessment evaluates the plan from three distinct perspectives, generating a comprehensive risk profile.
Fiduciary documentation, fee benchmarking, cybersecurity protocols, and regulatory compliance.
Plan design, SECURE 2.0 provisions, investment monitoring, and administrative effectiveness.
Financial wellness, participation rates, retirement readiness, and participant education.
Every assessment generates a polished, branded PDF report with a Plan Health Score dashboard, a red-flag action plan, and specific recommended next steps — all customized to the prospect's answers.