Purpose-built tools for professionals.
Three specialized software platforms designed to solve real problems for financial advisors and business owners.
Lead Management & AnalyticsLive
LEADAGG
A lead management and analytics platform built for financial advisors and small to medium-sized businesses who need real data — not expensive, bloated CRMs.
Why LEADAGG?
- Perfect for firms without expensive CRM subscriptions
- Track accurate closing rates and meeting metrics
- Measure marketing effectiveness across channels
- Surface actionable growth insights from real data
Visit LeadaggSubscription pricing coming soon.
Presentation & ReportingLive
RITEHQ
The presentation layer between you and your client. Turn complex financial plans into clear, professional deliverables using the R.I.T.E. framework.
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 meetings and inspire client questions
- Ensure consistency across your advisory team
AI-Powered Client DeliverablesLive
PREZENTD
An AI-powered platform that turns data exported from planning software into custom, branded client deliverables — financial plans, tax models, and review documents — without the manual rebuild. Every output reflects your firm's methodology and brand identity.
Why PREZENTD?
- Skip the hours spent rebuilding deliverables in PowerPoint
- Every document stays on-brand and compliance-ready
- Bridges the gap between planning software and client-facing output
- No model training on your content — built on a SOC 2® Type 2 audited platform
