For advisors
Stop starting every first meeting from scratch.
GWP gives you a pre-meeting brief for every client. A live score that updates as markets change. And an alert when a plan needs revisiting — before the next quarterly meeting.
Start your pilot →Pre-meeting intelligence
Your client completes a five-question profile before the meeting. GWP scores it, generates an AI brief, and sends it to your dashboard. You arrive knowing their three biggest financial gaps, their Client Value Signal, and exactly what to say first.
The intelligence grid
See all your clients in one view. Score, pillar breakdown, velocity, opportunities, and engagement signal — all visible at a glance. Built for advisors who manage 15 to 50 clients and need to know who to prioritise before each week starts.
Plan Guardian
GWP monitors your clients' plans after the meeting. When interest rates move, when a client's behavior shifts, or when a market event affects their assumptions, you receive an alert before the next quarterly meeting — not after.
Most clients don't complete the intake form I send. GWP's completion mechanic is different — clients fill it out to get their own score, not to help me. I've never seen completion rates like this.
Why advisors switch
Other AdvisorTech
GWP
Pre-meeting prep
Static intake form
Live AI brief from scored client profile
Client intelligence
Whatever the client remembers
Plaid-validated data with confidence score
Post-meeting
PDF plan in a folder
Living plan with market-triggered alerts
Between meetings
Blind until next quarter
Plan Guardian monitors continuously
Client motivation
Filling out a form for the advisor
Getting their own Wealth Score
Start your pilot
No enterprise contract. No implementation fee. Send your first prospect link in three minutes.
Start your pilot →