Financial Adviser Client Intake Assessment
PFS gives financial advisers a structured client-intake path built around a consistent financial assessment before the professional conversation.
Move basic discovery earlier
PFS gives an adviser a structured starting point before the professional conversation. The assessment captures recurring fields such as surplus, goals, obligations and risk profile in a consistent format.
One intake link for your audience
The adviser intake model provides one link that can be shared through social media, a website, communities, webinars and other audience channels. The current product places no limit on how many people can use the link.
The audience completes PFS for free
A person arriving through an adviser’s intake link completes PFS without paying for the intake. The adviser’s intake credit is tied to the relevant usage rather than simply to a click on the link.
You see the profile before accepting
The adviser receives an anonymised assessment snapshot and can decide whether the person appears suitable to serve. A rejection does not use a connection credit in the directory model.
After acceptance
Accepted interactions can continue through encrypted PFS chat. Contact information is shared only when the parties choose to share it.
Built for professional work, not lead resale
PFS is not a lead marketplace that sells contact details. Its purpose is to make the beginning of the professional relationship more structured.
Explore PFS for your practice
See how PFS works for financial advisers, including directory connections and adviser intake links.
For financial advisers →