Your warmest possible leads.
Every family in your Connect inbox found WiseNest on their own, built a real retirement plan, and ran their own what-if scenarios — before you ever heard their name. When their plan surfaces a gap they can't close alone, WiseNest surfaces you. They're not browsing for an advisor. They're ready to act, and they arrive with their numbers already done.
This is what a warm lead actually looks like.
Zero re-keying. Works in WiseNest, exports to RightCapital, or downloads as PDF or CSV. Your workflow, your tools — with every number already done.
List My Practice Free →Zero re-entry — import the full plan into your existing system or stay in WiseNest
Full data handoff: PDF, CSV, or direct import formats.
Start free. Scale when it pays for itself.
Every plan includes bilingual EN/ES support and one free warm family introduction.
→ After your first introduction, upgrade to keep the momentum going.
See full pricing details →How Introductions Work
When you receive a warm introduction, the family's complete retirement plan transfers directly to your advisor dashboard — projections, goals, what-if scenarios, and all. No intake form. No re-entry. Walk into the first meeting already knowing their numbers cold. Or export the data to your own system — PDF, CSV, or RightCapital-compatible — and work in whatever tool you prefer.
Introductions are quality-matched — you will never receive volume spam. One introduction is included free with your Directory listing. Paid plans include recurring monthly introductions, and unused introductions roll to the next quarter so momentum you build today stays with you.
Both sides benefit. Automatically.
When you share a white-labeled WiseNest link with a client family, they get a co-branded portal that looks like it came from your firm. When they subscribe and stay active for 3 months, you automatically earn a billing credit — no manual claims, no forms.