Advise With Ease
Sends secure magic-link forms to clients for pre-meeting data collection, saving time and providing structured information before calls.
Launch screenshots from Product Hunt, Jun 2026
A pre-meeting form tool that sends secure magic links to clients, allowing them to submit required information before advisory sessions. It targets financial advisors and advisory firms, including solo practitioners and teams, who need to streamline client onboarding and data collection. The service is delivered as a SaaS platform with tiered pricing, emphasizing compliance with FINRA and SEC data handling standards.
Key features
- Instant magic links
- Customizable form fields
- English and Spanish support
- Automatic data expiration
- Explicit consent built-in
- FINRA/SEC compliance alignment
- Contact book
- Centralized admin billing
- Shared contact book
Social posts
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Financial services firms
- Freelancers solopreneurs
- SMB owners