FOR FINANCIAL PROFESSIONALS

Stop calling blind Know your client before the call

By the time your client sits down across from you, they already understand their own finances. No warming them up, no explaining the basics, just the two of you building a real plan together.

Become a Certified Scoring Analyst

New agents start with a 14-day free trial.

MORE THAN A TOOL

A whole new platform.

Client Connection

Get matched with clients who've already scored and are ready to talk.

Certified Financial Score

Go deeper than the self score, with a full Certified Financial Score.

Client Organization

Your clients' information, together in one place, not scattered across tabs.

Certification & Training

Learn to use a client's score to assess their needs and deliver the right products and plan.

THE SIMPLE SCORE TOOL

Clear insight into your client's
financial life.

Their score is built from a weighted formula across five categories, not just a single number.

01
$
Cash Flow

Income stability, spending patterns, and monthly cash flow health.

02
%
Tax Efficiency

How much of their retirement savings taxes are quietly taking.

03
Net Worth

Asset growth, liquidity mix, and net worth trajectory over time.

04
Insurance

Whether their coverage fits their life, and builds any real value.

05
Retirement

Whether their current pace gets them there, or falls short.

BECOME A SCORING ANALYST

Turn scoring into your edge.

You become a certified Scoring Analyst, trained to turn a client's score into a real plan, not a pitch.

  • Get matched with clients who are ready to talk, not cold leads
  • Go deeper than the free score with the Certified Financial Score
  • Every client, score, and note, all in one place
  • Open the door to bigger conversations, not just one policy
  • Clients who understand the plan before they ever say yes
Certified Scoring Analyst

Certified Scoring Analyst

Certification, training, and the tools to build your practice around it.

Learn More →
WHY IT WORKS BOTH WAYS

Better for you.
Better for your client.

For You

  • Meet Clients Who Are Ready. Start with people who've already seen a need and asked to speak with an agent.
  • See the Complete Picture. See more of a client's financial picture, so every conversation can go beyond a single product.
  • Spend Less Time on Cold Outreach. Spend less time chasing cold names and more time with people who've already shown interest.

For Your Client

  • See the Whole Picture. Understand your finances across all five categories, not just one piece at a time.
  • See if Retirement Is on Track. See whether their current path points toward the retirement they want.
  • Find the Gaps Before Life Does. Spot weak points before a major life change puts the plan to the test.
GET STARTED

Your next client should start with a score, not a guess.

Become a Certified Scoring Analyst and give clients a clear view of where they stand, what needs attention, and what to do next.

Become a Certified Scoring Analyst →

New agents start with a 14-day free trial.