A complete financial assessment platform
for clarity, efficiency, scale.
Clients get clarity, strategists get efficiency, and agencies get the room to scale — all in one secure workspace.
Know Your Gaps. Build Your Future.
Bank-Level Encryption
Your data stays private and secure.
No SSN Required
Get started with zero friction.
Your Data, Your Control
We never sell or share your data.
AI-Optional
No AI touches your personal info.
Run your agency and train your strategists,
all from one dashboard.
Up to 25 strategists
All managed from one dashboard, no extra setup.
Agency-wide analytics
Completion rates, performance & revenue trends.
Branded reg links
Clients self-register & route to the right advisor.
Real-time alerts
Know the moment a client completes an assessment.
Your Clients
12 activeMichael T.
Complete88
Score
Lisa B.
In Progress61
Score
Robert K.
Needs Review74
Score
Your Registration Link
fna-app.com/join/sarah-m
Share this — clients self-register directly to you.
Your client practice, fully organized.
Stop juggling spreadsheets. Every client's full financial picture is in one place, ready for your review and recommendations.
Review complete assessments
See every client's income, goals, insurance gaps, and retirement projections in a single clean view.
Personal registration link
Share one link. Clients fill in their details and appear in your dashboard — no manual setup.
Add recommendations
Annotate assessments with your strategy notes that appear directly in the client's final report.
Instant completion alerts
Get notified the moment a client finishes a section so you can review and respond quickly.
Data Visibility
Your data is visible to you only. Share with your strategist only when you need help.
See your gaps instantly
Retirement shortfall, insurance gap, tax efficiency, and emergency fund status.
Real strategist review
A licensed strategist reviews your results and adds recommendations within 48 hours.
Private and secure
No SSN. No bank access. Only what you choose to share — encrypted at every step.
From assessment to action plan
Three clear steps — know where you stand, see the gaps, and walk away with a real strategy.
Complete your financial snapshot
Takes about 15 minutes. No SSN, no bank login — just the numbers you already know about your own finances.
Your report is ready instantly
The moment you submit, a personalized report is generated — no waiting. Your strategist is notified at the same time.
Strategy session with your advisor
Your strategist reaches out within 48 hours to walk through your results and confirm your next steps.
See it in action
Watch how our tool helps you identify financial gaps and build a secure future
Frequently Asked Questions
How long does it take?
The assessment takes about 10-15 minutes to complete.
How much does it cost?
Client access starts at $1.99 for the first month, then $4.99/month. Strategist plans start at $9.99/month. Agency plans at $99.99/month.
Is my data secure?
Absolutely. We use bank-level encryption. We never ask for your SSN or bank credentials — only the financial figures you choose to share.
Do I have to book a consultation?
No, consultations are optional. Your strategist reviews your assessment within 24-48 hours and adds recommendations directly to your report.
Can I delete my account?
Yes. Log in and click Delete Account in the sidebar, or email info@fna-app.com. All data is removed within 30 days and we'll send written confirmation.
More questions? Contact us →
Your privacy is protected.
We never ask for your SSN, bank credentials, or passwords. Only the financial picture you choose to share.