Financial Advisor Match form template
Prospects answer questions about investable assets, goals, and situation complexity. A fit score routes them to robo-advisor, hybrid, or dedicated-advisor recommendations. A tax follow-up appears only for higher-asset respondents.
What’s in the box
Service match
Assets, goals and complexity roll into the right advisory tier.
Three tiers
Robo, hybrid, or dedicated advisor — matched to the situation.
Wealth-aware
Tax-planning questions appear only for higher-asset prospects.
Perfect for
- Wealth firms
- Financial advisors
- Fintech lead gen
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A guided, multi-step quote intake — company, services, timeline, and brief — on a beautiful image-backed card.
Request a Demo
Book a product demo — qualify by company size and use case so sales arrives prepared.
Start with Financial Advisor Match, ship today
Free forever for up to 1,000 submissions a month. No credit card.
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