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Purpose-built tools for professionals.
Specialized software platforms designed to solve real problems for financial advisors and business owners.
Lead Management & Analytics
LEADAGG
A lead management and analytics platform built for financial advisors and small to medium-sized businesses who need real data — not expensive, bloated CRMs.
Why LEADAGG?
- Perfect for firms without expensive CRM subscriptions
- Track accurate closing rates and meeting metrics
- Measure marketing effectiveness across channels
- Surface actionable growth insights from real data
leadagg.explore()Subscription pricing coming soon.
Presentation & Reporting
RITEHQ
The presentation layer between you and your client. Turn complex financial plans into clear, professional deliverables using the R.I.T.E. framework.
The R.I.T.E. Framework
Covers Retirement Income, Investments, Taxes, and Estate Planning.
- 3-Report Set: Report Card, 1-Page Plan, and Review Sheet
- Systemize meetings and inspire client questions
- Ensure consistency across your advisory team