Know Your Gaps. Build Your Future.
A complete financial assessment platform — for clients who want clarity, strategists who want efficiency, and agencies who want scale.
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.
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.
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.
Run your entire agency from one dashboard.
Bring all your strategists, clients, and performance data under one roof. No spreadsheets, no chasing updates.
Up to 25 strategists
Add up to 25 strategists to your agency — all managed from one dashboard with no extra setup.
Agency-wide analytics
See client completion rates, strategist performance, and revenue trends at a glance.
Branded registration links
Each strategist gets their own link. Clients self-register and are routed to the right advisor automatically.
Real-time activity alerts
Get notified when clients complete assessments, so no opportunity falls through the cracks.
Agency Growth
This Month+18
New Clients
↑ 24% vs last month
94%
Retention Rate
↑ 3pts vs last month
312
Assessments Done
↑ 41 this month
8.2 days
Avg. Completion
↓ 1.4 days faster
Client Pipeline
156 total
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.