A professional-grade assessment tool that generates a branded, customized report showing gaps, risks, and opportunities — helping advisors walk into any meeting as the smartest person in the room.
Two powerful modes designed for every stage of the advisor-prospect relationship.
Fill out the assessment on behalf of a prospect during or after a meeting. Download the branded PDF report instantly to share in your follow-up.
Share a branded link with a prospect. They complete the assessment independently and receive their personalized report by email — you get an instant notification.
Every assessment evaluates the plan from three distinct perspectives, generating a comprehensive risk profile.
Regulator
DOL & Compliance
Fiduciary documentation, fee benchmarking, cybersecurity protocols, and regulatory compliance.
Plan Sponsor
Employer & Design
Plan design, SECURE 2.0 provisions, investment monitoring, and administrative effectiveness.
Participant
Employee & Wellness
Financial wellness, participation rates, retirement readiness, and participant education.
Every assessment generates a polished, branded PDF report with a Plan Health Score dashboard, a red-flag action plan, and specific recommended next steps — all customized to the prospect's answers.