Our Products
Specialized tools built to solve real problems for businesses and their teams.
Lead Management
LEADAGG
A lead management and analytics platform built specifically for small to medium-sized businesses.
Why LEADAGG?
- ✓Perfect for firms without expensive, complex CRM subscriptions.
- ✓Track accurate closing rates and meeting metrics.
- ✓Measure marketing effectiveness to know which sources deliver.
Join Waitlist
Subscription pricing coming soon.
Presentation & Reporting
RITEHQ
The presentation layer that sits between you and your client. Designed for firms struggling to communicate complex financial concepts effectively.
The R.I.T.E. Framework
Covers Retirement Income, Investments, Taxes, and Estate Planning.
- ✓3-Report Set: Report Card, 1-Page Plan, and Review Sheet.
- ✓Systemize your meetings and inspire client questions.
- ✓Ensure consistency across your entire advisory staff.