Ask a few questions. ProAdvis builds the blueprint — where they are today, where they want to be, and exactly what it takes to get there.
You know your client needs to act. But getting them to see it clearly enough to say yes takes too many meetings and too much time.
Each tool generates a live blueprint during the meeting and a professional PDF to leave with your client. One subscription. Everything included.
Every tool is calibrated for your market — the right currency, the right planning context, the right language.
One advisor. One subscription. Every tool included. If ProAdvis helps you close one additional case, it pays for itself many times over.
Running a team of 10 or more? Ask us about team pricing →
My client went quiet when she saw her retirement number on screen. Then she said: "I had no idea it was this serious." We closed that day. Three meetings became one.
I used to apologise for using a laptop in client meetings. Now clients lean forward to watch their numbers update. ProAdvis changed how clients see me — and how I see myself.
My business owner client had never thought about key person risk seriously. I showed him his gap on ProAdvis. He asked me to prepare a proposal before I even suggested it.
What if you walked in with a tool that shows them their financial future — live, personalised, and impossible to ignore? That's ProAdvis. Try it free.