White-label UltraPlan for your practice. Your clients pay $17.99. You get leads, retention, and growth.
Book a DemoReduce admin time with a portal that lets clients update their own financial information and explore scenarios independently.
Prospects use your free planning tool and you get their contact information. Turn website visitors into qualified leads.
Your logo, your colors, your domain. Clients see your brand throughout their planning experience.
Built for Canadian regulations with proper disclaimers, data security, and audit trails for compliance reporting.
Integrated life and disability insurance illustration tool helps identify coverage gaps and additional revenue opportunities.
Track which clients are referring others, monitor lead sources, and identify your best advocates for relationship building.
Set up your branded portal with your logo, colors, and custom domain. Configure compliance settings and advisor preferences.
Give clients and prospects your unique UltraPlan URL. They get a complete financial planning tool with your branding.
Receive contact information from new prospects. Help existing clients plan better with detailed financial projections.
Your clients get UltraPlan for $17.99
You get the advisor dashboard, lead tracking, and white-label for $49+/mo below.
Each advisor gets a unique referral URL to track lead sources and give you credit for every client signup.
Every client who uses your link is tagged to your practice. Perfect for business cards, email signatures, and social media.
Know exactly where your leads come from
See which marketing efforts work best
Get recognized for every referral you send
"UltraPlan has transformed how I work with clients. They can explore scenarios on their own time, and I get to focus on strategy rather than data entry. The lead generation has been fantastic too."
"The white-label branding is perfect. Clients see my practice throughout their planning experience. The insurance illustrations have helped me identify significant coverage gaps I would have missed."
"I've gotten 23 new leads in the past 6 months just from sharing my UltraPlan link. The compliance features give me confidence, and my clients love how comprehensive the planning tool is."