PFS Intake Credits
PFS Intake Credits support an adviser’s own audience using a dedicated PFS intake link. The audience completes PFS for free and can voluntarily share an anonymous profile.
What an intake credit is
Intake Credits belong to the adviser’s audience-intake route. The adviser receives one intake link and can share it with their audience.
Your audience uses PFS
A person who arrives through the intake link completes PFS for free. Clicking the link by itself does not create the same event as completing and submitting the assessment.
The person controls sharing
The person can choose whether to share the anonymous PFS profile with the adviser. PFS does not automatically expose their contact information.
The adviser controls acceptance
The adviser reviews the shared profile and decides whether to accept or decline. Accepted interactions continue through encrypted PFS chat.
One link, broad distribution
The current product allows the same intake link to be shared across social media, websites, communities, webinars and other audience channels without an audience-size limit.
Why this is not a lead package
The model is built around preparing an audience and giving the adviser structured information, not selling a database of contacts.
Explore PFS for your practice
See how PFS works for financial advisers, including directory connections and adviser intake links.
For financial advisers →How PFS credits actually work
PFS has three separate credit concepts. They are not interchangeable.
- PFS Assessment Credits: used for a person's own PFS assessments. The first assessment is free. The 10-assessment plan provides 10 fresh assessments, each personalised to the information entered, and the credits are valid for 3 years.
- Connection Credits: used by advisers for user-initiated requests from the PFS Adviser Directory. The user chooses the adviser. The adviser sees the user's anonymised financial snapshot before deciding. One connection credit is deducted only when the adviser accepts. Declining uses no connection credit.
- Intake Credits: a separate adviser pool for an adviser's own Intake Link. The audience can use the link without paying and there is no audience-size limit. A shared intake arrives as an anonymised PFS profile; one intake credit is deducted only when the adviser accepts it. Rejecting an intake uses no intake credit.
Assessment credits are for taking PFS yourself. Connection and intake credits are adviser-side credits for accepting people through two different routes.