AdvisorCal captures the lead, plans the journey, and helps you close, onboard, and nurture every client.
A branded web portal for the household visiting your site, and a numbered QR portal for the person sitting at table 3 of your seminar. Two surfaces, the same intake. Both fill the same household record with a prospect’s perfect-day picture before the first handshake. Try either below, the way a prospect would.
Branded intake the household walks through before their first meeting. Questions, live calculators, and a one-page picture of their financial life. Best for prospects who reach you through your site, a referral, or an email link.
Open the discovery portal →Every firm gets one skinned in their own brand. This is Lake Shore Wealth's.
Every seat gets a numbered QR. Attendees scan, tap their perfect-day chips, ask their question, and you walk out with their picture already attached to a household. Best for live events, lunch-and-learns, and table-card outreach.
Every household, every signal, every plan. In one persistent view. This is where advisors live between meetings.
The full picture, always currentarrow_forwardNavigate between Horizon, Plan, Tools, Meetings, and Signals. Same layout as your real workspace.
The definitive Monte Carlo engine. Simulate thousands of market scenarios against real-time household data to stress-test your client's legacy across any horizon.
Launch Scenario Enginearrow_forwardCombine tools into custom logic chains. Define your firm's unique methodology and let it run as one.
The retirement planner, the Roth conversion analysis, the mortgage payoff math — every tool you run on a household folds into one Plan Pack instead of a stack of disconnected PDFs. The client gets a single premium document and a persistent, tracked web page; nothing arrives in pieces.
Your plan
Updated 3 days ago by Adam
Readiness
84%
Net worth
$2.4M
Retire by
2032
Documents
Reviewed Q1 numbers. Your Roth conversion window is wider than we modeled. Want to talk Thursday at 2?
Plan review · Thu Jun 4 · 2:00 PM
Adam Whitfield · Zoom
Every household gets a branded portal that holds their Horizon, their plan, their tools, their meetings, and tracks every perfect day along the way. Try it below.
The portal carries every plan, every milestone, every tool the household has run. Their plan is the first thing they see.
Every calculator run, every document opened, every goal updated is captured as a signal the advisor sees in real time. You know what's on their mind before you walk in. The Signal Engine learns your firm's patterns: which households engage, what timing works, who you serve best. Then it fires the right follow-up automatically. The advisor stays informed. The platform handles the follow-through.
The feed still captures every signal — every outreach waits for your approval while paused.
Client just interacted with the RMD calculator on their discovery page
Client at seminar table just interacted with a mortgage calculator
Client on web page just asked you a question
Client just visited their plan for the third time
Discovery, the plan pack, the household hub, and every email render in the client's native tongue. Toggle per household.
Connect once. Every tool and household record is right there in the chat.
MCP is an open standard that lets AI assistants talk to outside tools and data. We ship the server so you stay in the chat you already use.
Every action recorded, retained, and shipped to your archive.