Your clients arrive unprepared. Your first meeting pays the price.
GWP gives every prospect a complete financial profile before they walk in. You skip the fact-find. The first meeting starts with strategy.
No credit card required. 5 free client profiles per month.
The first meeting should never be transactional. GWP makes that possible.
— Former Goldman Sachs Private Wealth Advisor
My clients now arrive with their net worth, savings rate, and primary goal already documented. I skip 40 minutes of fact-finding.
— Independent RIA, $45M AUM
Three moments. One transformed relationship.
GWP works where you already work — before, during, and after every client meeting.
Before the meeting
You send a link. The client connects their accounts in under five minutes. Their GWP Score is generated automatically from live data.
In the meeting
You open the advisor dashboard. The client's score, dimension breakdown, and confidence profile are ready. 'Your GWP Score is 720 — let's focus on your liquidity gap.'
After the meeting
You assign tasks. The client tracks progress in the GWP app. You watch their score move in real time.
Most advisors send clients an intake form before the first meeting. Most clients don't complete it.
The first meeting starts from scratch — 40 minutes of questions before a single piece of advice is given. That's not a client problem. It's a product gap. GWP closes it.
"The problem is universal across practice types — from independent RIAs managing $10M to institutional family offices with $500M+. Everyone spends their first meeting gathering data instead of giving advice."
Validated across 15+ advisor conversations
The confidence score tells you exactly where the gaps are before the meeting starts.
Your job is to close them. Not gather the data — close the gaps. A client with 90% confidence means you have the full picture. A client at 40% means the meeting needs to fill gaps before you can give real advice.
Important distinction: The confidence score measures how complete your picture is — not how good or bad their finances are. A client with a GWP Score of 620 and 90% confidence is more valuable than a 720-score client at 40% confidence.
Start with a free pilot. No credit card required.
Test GWP with five real clients before you commit. See the score in action. Then decide if it belongs in your practice.
Free Pilot
Everything you need to test GWP with real clients.
- Up to 5 client profiles per month
- Full GWP Score calculation
- Confidence score tracking
- Basic advisor dashboard
- Client intake link generator
Pro
For advisors ready to transform every client relationship.
- Unlimited client profiles
- Full advisor dashboard
- Task assignment & tracking
- AI post-meeting plan builder
- Multi-client portfolio view
- Priority support
Enterprise
For firms with 5+ advisors and custom requirements.
- Everything in Pro
- Team management dashboard
- Custom branding on client links
- API access
- Dedicated success manager
- SSO & compliance features
