Advise With Ease

Magic-link pre-meeting forms for financial advisors

6 followers

Magic-link pre-meeting forms for financial advisors

6 followers

AdviseWithEase sends FINRA/SEC-compliant pre-meeting forms to advisory clients via a single magic link — no login, no portal, no friction. Unlike generic form tools like Google Forms, it's purpose-built for RIAs and financial advisors: compliance-aware language, client-facing polish, and zero setup. Clients tap a link, fill out their financial snapshot before the meeting, and advisors walk in prepared instead of improvising. Plans start at $29/month with a 14-day free trial.

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Launch tags:Productivity•Fintech•SaaS

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Wispr Flow: Dictation That Works EverywhereStop typing. Start speaking. 4x faster.

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Maker

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Hey Product Hunt 👋 I built AdviseWithEase after seeing how much time advisors lose chasing down client info before meetings — sticky notes, half-filled intake PDFs, or worse, winging it. The idea is simple: send a client a single magic link, they fill out a short pre-meeting form on their phone, and you walk into the meeting already knowing what matters to them. It's not a generic form builder — it's built specifically for the compliance and tone constraints RIAs and advisors actually work under. Would love your feedback, especially from anyone in wealth management or financial planning!

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2mo ago

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