Get clients
Warm, plan-ready introductions arrive in your inbox — no cold outreach, no intake forms. You are never charged for a month without a match.
Connect Inbox
Matched families arrive with full plans pre-built. Every introduction includes Monte Carlo results, Social Security gap analysis, and Roth window projections — calculated before you say hello. Import the data or stay in WiseNest.
Run the relationship
Everything you need to run a modern advisory relationship — from first intro to annual review.
Monte Carlo Projections
Clients see their real odds of success — not a straight-line guess. Updated live as life changes.
Social Security Optimizer
Finds the optimal claiming strategy for both spouses. Calculates the gap before your client books the meeting.
Familia Household Plans
Parents, adult children, abuelos — all on one plan. Each in their own language. Privacy controls per member.
Survivor Mode
Shows what happens to household income if either spouse passes first. Most families have never run this number.
White-label reports · Branding · Client Share Links
Send branded PDF reports, share co-branded client portals, and look like the premium advisor you are.
Family Health Score at a glance
See your clients' Family Health Score — at a glance, know which families need attention.
Survivor Gap before the meeting
Review the Survivor Gap before the conversation — clients already know what they need.
Get tagged in Family Notes
Clients bring questions directly to you inside their plan — no more email threads.
One report, whole family
One report covers the whole family — bilingual, client-ready, exportable.
See every corner of the platform
Real screens from the advisor demo — no mockups, no stock UI.
Your clients control what you see. That's why they trust you with it.
WiseNest gives every client full control over what they share with you. They can toggle access to individual sections of their plan — projections, income, assets, debts — and adjust it anytime. You get exactly what they choose to share.
Zero re-entry — import the full plan into your existing system or stay in WiseNest
Full data handoff: PDF, CSV, or direct import formats.