Wealth intelligence · Built for financial advisors
Stop starting every first meeting from scratch.
GWP gives financial advisors a live client intelligence brief, a scored book of business, and Plan Guardian alerts — so every meeting starts with strategy, not intake.
Validated by a former Goldman Sachs family office advisor and advisors at independent RIA practices · Scoring methodology reviewed by a practitioner who spent decades building multi-factor risk models at institutional level
Pre-meeting brief
3 priorities ready
Plan Guardian
Rate shift alert
Advisor intelligence
Live client scores, meeting priorities, and between-meeting alerts — one grid.
GWP Wealth Score
682
Protection
74
Momentum
71
Efficiency
68
Pillar scores are 0–100; composite score is 0–850.
Suggested opening
“Your overall score is 682 with solid Momentum — let's talk about converting that into long-term allocation.”
Before the meeting
The first meeting shouldn't be an intake interview
You lose the first forty minutes gathering facts that should already be on your desk. Prospects skip the intake form. Every conversation starts cold.
Between meetings
Your book goes quiet until the next quarterly check-in
Rates shift, behavior changes, and plan assumptions drift — but you only find out at the next scheduled meeting. GWP surfaces what matters before your client does.
One intelligence layer for your entire book — from prospect link to living plan.
How it works
01
Advisor sends a link
Prospect answers five questions and sees their GWP Wealth Score — 0 to 850 — across three pillars: Protection, Momentum, and Efficiency.
02
Advisor receives an AI pre-meeting brief
The client's score, top three conversation priorities, a Client Value Signal, and a suggested opening line. First meeting skips the fact-find and starts with strategy.
03
GWP monitors the plan after the meeting
When interest rates change or the client's behavior shifts, GWP alerts the advisor before the next quarterly meeting — not after.
Social proof
5
advisor conversations
Every advisor confirmed the first meeting problem independently
42%
willingness to pay
On a rough prototype — before the native app existed
2,000+
podcast listeners
In the exact target demographic
Institutional
quant validation
Scoring methodology reviewed by a practitioner who spent decades building multi-factor risk models at institutional level
Not another tool
Other AdvisorTech
GWP
Pre-meeting prep
Static intake form
Live AI brief from scored client profile
Client intelligence
Whatever the client remembers
Plaid-validated data with confidence score
Post-meeting
PDF plan in a folder
Living plan with market-triggered alerts
Between meetings
Blind until next quarter
Plan Guardian monitors continuously
Client motivation
Filling out a form for the advisor
Getting their own Wealth Score
Ready to pilot?
Send your first prospect link in three minutes.
Your prospect gets their GWP Wealth Score. You get the pre-meeting brief. The first conversation starts with strategy — not intake forms.