Beautiful quizzes, your brand
A Typeform-style quiz platform built for financial advisors. Create engaging client assessments with your firm's branding, then track responses in one place.
Everything you need
A complete solution for client assessments
White-Label Branding
Your logo, colors, and disclosures on every quiz. Clients see your brand, not ours.
Smooth Experience
Typeform-style one-question-at-a-time flow with beautiful animations.
Response Tracking
View all responses in one dashboard. Export to CSV for your records.
Secure & Compliant
Row-level security ensures firms only see their own data.
Multi-User Access
Invite your team as admins or members with appropriate permissions.
Ready-Made Quizzes
Pre-built assessment quizzes designed for financial planning.
How it works
Get Set Up
We create your firm account with your branding and assign your quizzes.
Share Your Link
Copy your unique quiz URL and share it with clients via email or your website.
Review Responses
Clients complete the quiz, and you see their answers instantly in your dashboard.