Run discovery in 30 minutes, close planning faster, charge more for it.
One guided conversation replaces three intake meetings. Clients arrive understanding what they're paying for — so you stop selling planning and start delivering it. Same hours, higher fees, fewer dropped engagements.
No card required · See per-seat pricing
The math
One retained $1M household pays for WealthScan for 25 years.
At a 1% AUM fee, one extra retained household covers a seat for two decades. Most advisors recoup their first month in the first week.
Founding 50 rate: $199/mo · locked for life · cancel anytime
Start with the client
The reason this works has nothing to do with you at first.
When a client finally has their entire financial life in one place they own — they feel different. Calmer. More in control. Ready to make decisions they've been putting off for years.
They finally see the whole picture
Net worth, beneficiaries, estate docs, goals — one place. The first time most clients have ever seen their financial life on one screen.
They feel understood
Discovery surfaces their why — what they're protecting, who they provide for. Not numbers on a page.
Sharing with you is easy
One click and you have what you need. No emailing PDFs. No 'let me dig that up.'
They refer the rest of their Triad
Tax pro, attorney, spouse — all in the same workspace. You stop being the only person they trust.
They take action
Because they understand what's at stake and they trust the team. The hardest part of your job gets easier on its own.
What that does for your practice
Your status, elevated. Your job, easier.
Clients close themselves
They understand. They trust the team. They've already seen the gap. You stop selling and start delivering.
Inbound that actually connects
When the attorney or CPA invites you into a Hub, you already have everything — net worth, beneficiaries, the why. First call is 'so what should we do' instead of intake.
Meetings start where they used to end
No statement-pulling. Discovery Canvas captures the conversation and AI hands you a Strategy Map before the client gets home.
You're the quarterback — for real
When you say 'let me coordinate this,' it actually happens. CPA and attorney see the same source of truth.
What you stop doing
Stop chasing. Start advising.
The unglamorous work that's been eating your week — gone, because the client owns one organized place.
Chasing clients for statements, W-2s, or signed documents
Re-explaining what you need every quarter
Spending 30 minutes of every meeting catching up on what changed
Building a plan on data you suspect is already stale
Emailing PDFs back and forth across insecure inboxes
Finding out about a life event six months too late
Your practice console — included
It's not just a network. You get the whole workspace.
Households, pipeline, outreach, vault, marketplace card — all included. Replaces a stack of bolt-on tools.
Households & Clients
Roster with members, AUM rollups, life events, last-touch — your book at a glance.
Inbox & Outreach
Templated sequences, dialer, drift-triggered nudges. Right message, right moment.
Idea Vault & Strategy Builder
Save plays, draft branded Strategy Maps, hand them off as PDFs.
Document Vault
Per-client vault with grant controls. Statements, IPS, KYC — versioned and searchable.
Marketplace Card
Public profile prospects can find. Inbound that arrives prepared, not cold.
Connections & Exports
eMoney, RightCapital, Wealthbox, Redtail — push structured data without rekeying.
All included on every seat. No add-ons, no per-feature billing.
Plays nice with your stack
Plug their data into the tools you already use.
Push structured client data straight into the platforms you run. No rekeying. No PDF parsing. No "can you send it again in Excel."
- One-click export to your planning software
- Webhooks into your CRM
- Plaid for live balances — no chasing statements
- Branded Strategy Map PDFs you can hand the client
Connected workflows
Don't see yours? We export clean JSON / CSV — your IT person will thank you.
“My clients show up to meetings already knowing what they want to talk about. We're not wasting 40 minutes pulling statements — we're actually deciding things. My close rate went from 38% to 71% without changing a single sales tactic.”
vs your current stack
We don't replace your stack. We feed it the truth.
Planning software sits on top of your workflow. WealthScan sits between the client's life and your stack — so the data your planning software runs on is finally current, accurate, and unanimously agreed-upon by their CPA and attorney.
WealthScan replaces
- ×Calendly intake forms
- ×Survey tools for KYC
- ×PDF chasing in Outlook
- ×Annual review prep deck building
- ×The spreadsheet you use to track what every client said in the last meeting
WealthScan plays nice with
- eMoney / RightCapital / MGP (we push to them)
- Redtail / Wealthbox (we sync, not replace)
- Your custodian
- Your compliance archive
Translation: keep your planning software, your CRM, your drafting tools. Add the one thing your stack has never had — a client-owned source of truth that updates in real time and is shared with every pro on the Triad.
Pricing
$199/mo for the Founding 50. $499 standard.
One transparent rate for every pro on your Triad — advisor, CPA, attorney, paralegal. 5+ seats save 10%, 10+ save 20%, 25+ save 30%. Founding 50 firms lock $199/mo for life — that's $3,600/yr saved, every year, forever. Clients are always free.
See the calculatorBank-grade encryption
AES-256 at rest, TLS 1.3 in transit. SOC 2 aligned controls.
Client owns the data
They decide what you see, when, and for how long.
Educational, never salesy
Clients see their gaps. You bring the strategy. No high-pressure pitch.
Reg BI / SOC 2 ready
Audit log, granular grants, full export. Compliance-friendly.
Start running better meetings today.
You'll get a unique branded link (wealthscan.ai/a/yourcode) the moment you sign up — invite your first client in under five minutes.