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Intake Systems
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Professional Systems
Intake & Qualification Custom Website Builds Private Client Hub
AI Search
AI Search Setup — $1,000 AI Visibility Monitoring — $1,500/mo
Pricing
The Page — $597–$1,497 The Site — $2,497–$5,997 The Platform — $4,497–$9,997 + $247–$497/mo
📞 1-877-354-3226 [email protected] Contact Page AI Readiness Score
See It Live →
Financial Advisor Intake System

Your Next $500K Client Just Visited Your Website. What Did They Find?

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 to the right next step. You stop wasting mornings on prospects who can't afford you.

Try the Live Demo → See the 3 Tiers
One-time price You own it No SaaS fees
LIVE TRY IT NOW
Score a Prospect in 30 Seconds
This is what your prospects experience.
3 questions. Instant clarity.
PROSPECT QUALIFICATION 1 of 3
What brings you to a financial advisor today?
Goal type sets the scoring framework.
The Real Problem
Most Advisory Firms Think This Is a Marketing Problem
Before · Typical Thinking
✗"We need more AUM."
✗"We need better leads."
✗"Discovery meetings are our sales process."
✗"Our contact form is fine."
✗"More traffic solves the problem."
After · System Thinking
→We were booking $50K prospects into 90-minute meetings meant for $1M+ clients.
→We didn't have a closing problem — we had a positioning problem.
→$200 leads from SmartAsset that never answered the phone.
→Our intake was a black hole — marketing dollars disappeared.
→This fixed qualification before the first meeting.
The difference isn't more meetings. It's the right meetings.
"You don't realize how bad your intake is until you see scoring in action."
— Owner, fee-only RIA ($180M AUM, 2 advisors)
"We were spending $200/lead on SmartAsset. None of them called back."
— Solo advisor, fee-only practice (retiree focused)
Three Ways to Start

Pick the Tier That Fits Your Practice.
One advisory client covers the entire investment.

The Page
$997
ONE-TIME · YOU OWN IT
  • Full 30-question scoring system
  • Asset, goal, and timeline qualification
  • Branded to your RIA
  • Instant email on every submission
  • Delivered as one HTML file
  • You or your web person installs
Request — $997
Most Popular
The Site
$4,497
ONE-TIME · YOU OWN IT
  • Everything in The Page
  • Custom scoring for your minimums
  • Multi-advisor routing
  • Full custom website built for you
  • Remote installation session
  • 4 updates included in Year 1
Year 2+: $197/mo or $1,997/yr
Request — $4,497
Full Platform
The Platform
$6,997
SETUP · THEN $397/MONTH
  • Everything in The Site
  • Branded Private Client Hub with login
  • Document vault + compliance archive
  • Messaging, payments, scheduling
  • E-signatures + AI chat
  • Replaces $368+/mo in SaaS tools
  • Your domain. Your brand. Zero vendor marks.
  • Ongoing support and hosting
Request — $6,997 + $397/mo
"We were paying for Redtail, FMG Suite, and Calendly — and still had no qualification. This replaced the gap."
— Operations director, 4-advisor wealth management firm
Professional team
Built by a real team. Supported by a real person.
IECAN Training — Rathdrum, Idaho. Priority support means you call or text a human, not a chatbot.
1-877-35IECAN
FAQ

Quick Answers.
Then Try the Demo.

Does it work with Redtail, Wealthbox, or Salesforce? ▼
You get a scored summary email within seconds of every submission — name, assets, score tier, goals, timeline. Forward it to any CRM. Direct integration add-ons available at Tier 2 and above.
Can qualified prospects book directly on my calendar? ▼
Yes. Priority prospects see your Calendly or scheduling link immediately after completing intake. Lower-scored prospects get a different path. The routing logic is built into every system.
I already have a nice website. Is this compatible? ▼
Yes. It's a single self-contained HTML file. Embed it as a page, link to it from your "Get Started" button, or host it standalone. Works on WordPress, Squarespace, Wix, Webflow, or custom-coded sites.
Is there a compliance concern? ▼
No. This determines fit and readiness — not investment advice. RIAs may set minimums and service criteria. No recommendations, no returns promises, no advisory relationship created. Your compliance officer can review the file in 10 minutes.
What does "you own it" mean exactly? ▼
Perpetual license to deploy, host, and use on your website. No subscriptions. No expiration. IECAN retains IP rights to the architecture. You may not resell it to other firms without a separate agreement.
Is there any monthly fee? ▼
Tier 1 and 2: none. Tier 3 (Platform) includes ongoing hosting and support at $397/month. No tier requires ongoing payment to use the intake system itself.
TIER 3 THE PRIVATE CLIENT HUB
Your Clients Deserve Better Than 6 Logins.
Replace 5-6 tools with one branded platform.

Your clients currently interact with 5-6 disconnected systems — Redtail + FMG + RightCapital + Calendly + DocuSign. That costs you $368+/month and gives your clients a fragmented experience with someone else's logo on every screen.

📁
Document Vault
Encrypted. Categorized. No email attachments.
💬
Secure Messaging
HIPAA/SOC2 ready. Replaces text and email.
✍️
E-Signatures
Built in. No DocuSign. No extra cost.
You're currently paying
$368+/mo
→
Replace everything with
$397/mo
What Your Clients Actually See.
This is the live interface. Click the tabs.
hub.meridianwealth.com
Meridian Wealth Partners
Client Portal
Client Dashboard — Richardson Family
● Active
Total AUM
$2.4M
Q1 Return
+4.7%
Next Review
Apr 15
Risk
Moderate
"We didn't need another advisory website. We needed a system. This was it."
— Principal, independent RIA ($90M AUM, Pacific Northwest)
Tier 1 and 2 clients see none of this.
Every feature above is exclusive to The Platform. Your competitors are already using tools like these — just not branded to your practice.
▶ SEE THE FULL PRIVATE CLIENT HUB — 9 FEATURES
"This made us look like a much larger firm. Prospects noticed immediately."
— Solo advisor, fee-only financial planning (Midwest)
Ready to Start

Submit Your Order.
We'll Follow Up Same Day.

Pick your tier. We'll confirm your order, answer any questions, and send a secure payment link. No pressure. No auto-charges.

Questions first? Email [email protected] directly.