Advisor workflow · Client outcome
How GWP works
From prospect link to living plan — the full intelligence loop for advisors, with the client experience built in from the first click.
Step 01
The prospect link
An advisor opens GWP and enters a prospect's name and email. A branded link is generated in under three seconds. The advisor sends it before the meeting — by email, text, or through their CRM. The prospect opens it on their phone.
Step 02
The five questions
The prospect answers five questions about their income, savings, debt, goals, and insurance coverage. They can connect their financial accounts via Plaid for a validated score, or enter estimates to get a preliminary score immediately. No account connection is required to begin.
Step 03
The score reveal
The prospect sees their GWP Wealth Score — 0 to 850 — across three pillars. They see exactly where their wealth is strong and where the gaps are. They receive a partial AI intelligence brief, with deeper insights unlocking as they connect their accounts.
Step 04
The advisor brief
Before the meeting, the advisor opens the intelligence dashboard and sees the client's score, pillar breakdown, three ranked meeting priorities, a Client Value Signal (High Growth, Stable Builder, or Foundational), and a suggested opening line specific to that client's profile.
Step 05
The living plan
After the meeting, GWP continues working. The Plan Guardian monitors market conditions and client behavioral signals. When something changes that affects the client's plan, the advisor receives an alert — with context, a recommended action, and a draft message to send to the client.
For advisors
Send a prospect link today. Your next first meeting starts with intelligence, not intake forms.
Start your pilot →For individuals
Five questions. Three pillars. A Wealth Score that shows where you stand — before your first advisor meeting.
Get your Wealth Score →