Workflow first
The intake follows the way advisors naturally gather high-level household, tax-return, account, and planning information.
About the product
Built from real-world advisor workflows.
RetireTax Scan Pro was shaped by firsthand advisory experience and workflow insights gathered from more than a dozen experienced financial advisors. It brings practical approaches to prospect discovery, retirement-tax conversations, and purposeful follow-up into one focused process.
Client-ready language
The report translates preliminary indicators into restrained, understandable language suitable for a discovery conversation.
Professional responsibility
The software keeps the advisor and supervising firm responsible for interpretation, delivery, coordination, and recordkeeping.
The design principle
The scanner is the mechanism. The product is a clearer, more differentiated prospect experience that helps advisors demonstrate value before discussing investments, insurance, or another product.
Founding membership
Give prospects a clearer reason to continue the conversation.
The first 25 paid founding members receive the $499 annual rate. Annual billing only, with a 30-day money-back guarantee.