The Wealth Pool

Develop Advisor Grade Financial Plans at Scale Without Any Time or Effort AND Qualify Your Best Leads

The Wealth Pool (TWP) is a DIY financial planning tool with crowdsourced data intelligence that simultaneously helps you identify your best prospects.

A subscription SaaS solution, TWP empowers you to serve and engage your prospects and clients at scale with our industry-first peer-benchmarking data “pools”.

We score each prospect household in a privacy-friendly, FICO-like manner so you know which leads meet your investable asset “hurdles” or financial complexity.

There’s no messy systems integration and no cost to you when your prospects create accounts in TWP. We offer a wholesale priced subscription to you when your clients create accounts.

Consider us an extension of your team, fielding customer service calls related to TWP while you focus on growing your business.

FPA Advantage

FPA members do not pay for prospects and receive 10% off for clients. 

For Prospects:

15% off our retail monthly POOL plan for one year who self-pay (no cost to advisor)

For Clients:

10% off our wholesale monthly pricing (paid by advisor)

Benefits

• Qualify and disqualify leads from the pool of prospects you invite to The Wealth Pool (TWP)
• Free up your time and service “uneconomical” clients who don’t qualify for full-blown plans by leveraging our advisor grade DIY planning technology
• Powerful in-app co-branding for prospects on the free TOOL plan and for subsidized clients
• Segment your own “pool” of prospects (Affluent, Emerging Affluent, Masses) using our privacy-friendly, FICO-like wealth scores
• Ability to generate meetings with your best prospects