Give Your Reps a Prospecting Edge That Sets Your Firm Apart
Financial Fitness Passport™ gives every registered rep at your firm a powerful client engagement tool — backed by firm-level oversight, compliance audit trails, and centralized management.
A Platform Your Reps Will Actually Use — and Clients Will Value
Most BD tools exist for compliance and reporting. Financial Fitness Passport is the tool your reps will use every week to attract, engage, and retain clients.
Rep Differentiation
Reps who offer clients a financial wellness passport stand out as advisors who lead with value — not product pitches. That converts.
Firm-Wide Deployment
Every rep at your firm gets their own invite links, client dashboard, and engagement tools — managed centrally by your team.
Built for Oversight
Designed for oversight — access logs, reason codes, role-based permissions, and a compliance viewer role for your team.
How It Works for Your Reps
A simple workflow that turns cold prospects into engaged, data-sharing clients.
Reps Get Their Invite Link
Each rep gets a personalized invite link to share with prospects via email, LinkedIn, events, or client referrals.
Prospects Build Their Passport
Prospects sign up for free and complete their financial profile across 8 modules at their own pace — no pressure.
Clients Grant Access
When ready, clients share their passport with the rep. The rep sees their complete financial picture with explicit permission.
Meaningful Conversations
Reps walk into meetings fully informed. Less fact-finding, more trust. Higher conversion, better retention.
Meet Penny™
Penny is an always-on AI financial companion for your reps' clients. She answers educational financial questions, helps clients track their progress, and keeps them engaged between meetings.
Critical for broker-dealers: When clients ask about specific investment products, recommendations, or advice requiring a license, Penny doesn't answer. She refers them directly to your rep — by name and contact information.
Everything Your Firm Needs
Firm & Rep Branding
Your firm's logo and each rep's contact info appear prominently in the client experience.
Complete Client Financial View
8 financial modules give reps a full client picture before every meeting — organized and client-verified.
AI That Generates Referrals to Reps
Penny refers complex questions directly to the rep — creating natural openings for sales conversations.
Centralized Firm Management
Firm admins manage rep seats, view aggregate engagement data, and configure compliance policies firm-wide.
Save Hours Per Client
Reps spend less time gathering facts and more time on high-value conversations that build relationships and close business.
Exam-Ready Compliance
Audit logs, reason codes, time-limited sessions, and read-only compliance access — designed for regulatory scrutiny.
Enterprise Pricing for Broker-Dealers
Centralized billing, dedicated onboarding, compliance documentation, and custom branding — all in one enterprise agreement.
Boutique BD
Up to 25 reps
Regional BD
25–200 reps
National BD
200+ reps + custom terms
Ready to Give Your Reps a Competitive Edge?
Tell us about your firm and we'll show you how Financial Fitness Passport works for broker-dealers.