For Financial Professionals

Stop selling a product.
Start enabling a goal.

The QFP Score gives advisors a complete ten-pillar financial assessment before the first conversation begins. And when it comes to your existing book of business, Qualified Financial turns your SEC compliance requirements into your most powerful client engagement tool.

QFP SCORE SILVER 801 OFFENSE 467 /725 DEFENSE 384 /725 EFFICIENCY -50 pts at risk CASH FLOW NET WORTH PORTFOLIO INDEPENDENCE
<30%
of Americans ages 40-59 currently use a financial advisor
96%
faster than the average advisor enrollment and financial discovery process
700+
metrics measured every time a client updates their score
$0
cost to your clients to take their QFP Score and see their results
The Opportunity

SEC requires quarterly check-ins. Qualified Financial makes your clients look forward to them.

SEC regulations require advisors to check in with clients quarterly and perform full annual recalculations of their financial situation. Most advisors dread this. Their clients dread it more. Qualified Financial changes the dynamic entirely.

Instead of a dry compliance call, you send a branded email blast. Your clients receive a link to update their own QFP Score. They fill in their current situation themselves, see their new score, watch it move up or down, and become genuinely engaged in their own financial health.

You get every flagged issue surfaced automatically in your dashboard. You address what needs addressing. You take the meetings that your clients schedule with you after seeing their updated score. Compliance becomes engagement. Engagement becomes retention.

01
You send a branded email blast
One click from your dashboard sends a score update request to your entire book of business, or a filtered segment of it. Each client receives a personalized link.
02
Clients self-update their score
Clients fill in their own updated financial situation and receive their new QFP Score immediately. They see what changed, what improved, and what dropped. They are motivated because it is their score.
03
You get flagged issues, not noise
Your dashboard surfaces only the clients who have meaningful changes, new risks, or compliance flags. You are not reviewing everyone. You are addressing what actually matters.
04
Clients schedule meetings on their own
Clients who want to discuss their updated score can schedule a video meeting directly from their QFP report. You get warm, motivated, pre-informed clients booking their own time with you.
05
Compliance is documented automatically
Every update, flag, meeting, and document signature is logged to your compliance dashboard. Your quarterly check-ins and annual recalculations are recorded and reportable.
The Dashboard

Everything your book of business needs. In one place.

The QFP advisor dashboard gives you a complete operational view of your client relationships, their financial health over time, and every compliance requirement you need to stay current.

Book of business dashboard
Search, filter, and sort your entire client list by score, score change, demographic, risk flag, compliance status, or any combination. See your whole book at a glance or drill down to one client.
Score tracking and growth over time
See how each client's QFP Score has moved across every update. Track offense, defense, and efficiency trends. Demonstrate measurable financial progress to clients at every annual review.
Compliance tracking
Know exactly which clients are current on their quarterly check-ins and annual recalculations. View your compliance status at a glance and never miss an SEC-required touchpoint again.
Branded email blasts
Send score update requests to your entire book or a filtered segment with one click. Each client receives a personalized, branded message with their own secure update link.
Digital document signing and secure storage
Send, sign, and store compliance waivers, engagement letters, and any client documents directly through the dashboard. No third-party portals. No chasing signatures.
Scheduled video meetings
Clients can book video meetings directly from their QFP report. You see who is scheduling, their current score, and their flagged issues before you even join the call.
Demographic filtering
Filter your book by age, score tier, income bracket, life stage, or any other demographic. Target outreach precisely. Send retirement readiness content to the right clients at the right time.
Life milestone scheduling
Set automated triggers for kids graduating college, client birthdays, retirement milestones, estate planning windows, and other life events that signal a financial conversation is needed.
Qualified lead introductions
Receive qualified introductions from Qualified Financial users in your region who request an advisor connection. Every qualified lead has already completed their ten-pillar assessment. Every introduction is qualified, not cold.
Monte Carlo retirement simulator
Run probability-based retirement projections for your clients using Monte Carlo simulation. Show clients the range of outcomes based on their current trajectory and the impact of specific changes.
Small business financial score
Extend the Qualified Financial scoring framework to clients who own small businesses. Score their business financial health across offense, defense, and efficiency, separately from their personal score.
The Difference

What compliance looks like with and without Qualified Financial.

Without Qualified Financial
Quarterly check-ins are manual calls your clients ignore
Annual recalculations require hours of data collection per client
Compliance documentation is scattered across spreadsheets and email threads
No visibility into which clients need immediate attention
New leads require cold outreach or purchased, unqualified lists
Life milestone outreach is manual, inconsistent, and easy to miss
With Qualified Financial
Clients self-update their score and look forward to seeing it change
Annual recalculations happen automatically when clients update their score
Every interaction, document, and flag is logged to your compliance dashboard
Flagged issues surface automatically so you focus only on what matters
Qualified leads arrive pre-assessed with a completed ten-pillar score
Milestone triggers fire automatically so no client moment is ever missed

Stop advising.
Start qualifying.

Turn SEC compliance into client engagement. Turn check-ins into score updates.
Turn annual reviews into conversations your clients actually look forward to.

$99/mo qualified leads  ·  $299/mo book management  ·  Cancel anytime  ·  No setup fees