AdvisorScripts is a whitelabel SaaS platform that builds guided discovery questionnaires for your prospects — then converts their answers into prioritized alerts and ready-to-read scripts your advisors actually use.
"Rachel, before we get into the portfolio — I noticed your beneficiary designation. That's the one thing where the legal document beats your will, every time. Can we fix that today?"
Stop wasting first meetings on data collection. Walk in already knowing where to lead.
Drag-drop guided flow with branching logic. Use our financial templates or write your own questions in plain language.
Branded form on your domain. Saves progress, mobile-friendly, takes 8-12 minutes for a typical client.
Risks, gaps, and opportunities scored by urgency. No more 40-page reports — just what to act on first.
Ready-to-deliver talking points for each alert. New advisors sound senior. Senior advisors close faster.
Build adaptive flows that follow up intelligently. Branching, prefill, calculations — without writing a line of code.
Every answer scored against your firm's rulebook. The biggest gaps surface to the top automatically.
Pre-written conversation openers, objection responses, and closes — tailored to each prospect's answers.
Prospect fills, advisor reviews, meeting is booked — same day. Median time-to-call: 3 hours.
Audit trail on every form, every script delivery, every meeting. Built with FINRA/SEC review in mind.
Your logo, your domain, your colors, your pricing. Your clients never see "AdvisorScripts" anywhere.
Every customer gets a complete, isolated tenant. You own the brand experience end-to-end. We're invisible — your clients see your firm.
plan.morrisonwealth.comLivediscover.greenleaf-advisors.comLivestart.redoakfinancial.comLiveintake.summitpathwealth.comLivequestionnaire.lakeshore-rfp.comLiveSet your own price for your end customers. These are your wholesale costs.
Typical onboarding is 5-7 business days. We set up your domain, install your branding, build your initial questionnaire templates, and walk your advisors through the first prospect flow. Most firms send their first live questionnaire by day eight.
Yes — fully and unconditionally. Every prospect submission, every advisor note, every script delivery is yours. We process it on your behalf, you can export it any time, and we'll never use it for anything outside your account.
Yes. Every script template runs through your firm's review workflow before going live. We integrate with most major compliance review platforms or you can use our built-in approval queue.
Set any pricing model you want — monthly, per-seat, per-questionnaire, or a flat firm rate. You set what your advisors pay; we just charge you the wholesale rate.
Yes — Wealthbox, Redtail, Salesforce Financial Services Cloud, and HubSpot are supported on Practice and Enterprise. Other systems available on request.
Absolutely. The system ships with templates for general financial planning, retirement, estate, tax, and insurance — and you can edit, branch, or build entirely new flows in the drag-drop builder.
30-minute demo with a real questionnaire built around your top client persona. No slide deck.
No spam. No sales squad. Just a 30-minute working session.