A "Schedule a Call" button. That’s it. Same thing every other advisor has. So they left. This system scores every prospect on assets, goals, and timeline before you ever pick up the phone. High-value clients get your calendar. Everyone else gets routed.
Your contact form captures a name and a phone number. A $2M retiree and a $50K SmartAsset lead that never answers the phone both arrive the same way. You book a 90-minute discovery meeting to find out which one you’re dealing with.
10 weighted questions capture trigger event, investable assets, timeline, current advisor status, primary goal, income, risk tolerance, tax complexity, referral source, and financial organization. Priority clients get your calendar. Nurture prospects get a drip sequence.
A single high-AUM advisory engagement — the kind this system is designed to surface and route to your best advisor — covers the entire cost of The Site many times over.
10 questions. AUM scoring. Risk tolerance. Tax complexity. Goal-based routing. This is what arrives in your inbox before you book a discovery meeting.
The intake qualifies them. The platform keeps them. Secure document vault, messaging, scheduling, payments, and e-signatures — all under your firm brand. No third-party login. No "powered by" someone else.
Launch Client Portal Experience →Opens fullscreen · Interactive walkthrough · 2 minutes
Yes. Question 2 captures investable assets directly across six tiers from under $100K to over $2M. Combined with income, goals, and timeline, this produces a prospect fit score that tells you who deserves your first available calendar slot.
The AI chat educates and qualifies — it never gives investment advice, performance projections, or specific recommendations. Pre-disclaimed. You own the code and the data. Compliance with SEC marketing rules and FINRA guidelines is the advisor’s responsibility, and we build with those constraints in mind.
Different purpose. SmartAsset and Zoe generate leads (at $200–$400 per lead). This system qualifies the leads you already have — from your website, referrals, events, or directories. It tells you which ones deserve your time before the first meeting.
The Site and Platform tiers include advisor routing logic: retirement specialists get retirement-focused prospects, tax planners get tax-complex prospects, and so on. Works for solo advisors and multi-advisor RIAs.
Yes. Tier 1 and 2: every file delivered, host anywhere. No Snappy Kraken or FMG dependency. Your intake runs on your domain under your brand forever.
$1,000. We build a live preview of your advisor intake at yourfirm.iecan.io within 7 business days. Your firm name, your specialties, your AUM thresholds. 100% credited toward The Site or The Platform.
$1,000 Discovery Build. Live at yourfirm.iecan.io within 7 business days. One priority client covers the whole system.