Be the trusted person on your client's team.
When your clients have one place they own — their entire financial life, organized — they show up prepared, they feel understood, and they actually take action. You finally get to do the work you got into this for.
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.
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.”
Pricing
$149 per seat. Volume discounts built in.
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 the rate for life.
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.