Free Risk Score · no card · no call
See a plan’s risk in about 5 minutes.
Upload an existing estate plan and Plan Analyzer returns a plain-language summary with its Risk Score, gaps, outdated provisions, and missed opportunities. Free on Starter, forever, for any plan you upload. Bring your whole book on Connected and Risk Score goes book-wide, scoring clients even without a plan from their profile, with Opportunity Signals building from there. The more detail a plan carries, the sharper the score.
- ✓Risk Score on any existing plan you upload
- ✓And on clients with no plan, from their profile
- ✓Free on Starter, no card, no call
No book required to start
Estimate the AUM hiding in your book.
A quick estimate while you’re here. Your real number comes from your actual data once you connect.
Your real figure comes from your actual data once you connect.
What happens next
Score one plan free. Then see the whole book.
A plan’s Risk Score
Upload one plan, get its Risk Score in minutes, free on Starter, forever.
Your book’s Risk Score
On Connected, connect Wealthbox or upload a CSV and your whole book is scored, even clients without a plan.
Opportunity Signals
Held-away assets, life events, and at-risk inheritances, ranked, paired with the next conversation.
See your first signals.
Fifteen minutes is all it takes to see what’s hiding in your book.