Free access for every adviser type. Use any tool independently or run the full AI-powered Owner Intelligence Assessment to generate a complete 10-section Owner Intelligence Report your clients can take into any professional conversation.
Every adviser type has access to every tool. The matrix below shows where each tool delivers the highest value by adviser type — but no tool is restricted to any single profession.
| Adviser Type | 🔬 01 | 💰 02 | 📐 03 | 📊 04 | 🛡️ 05 | 🔄 06 | ⚖️ 07 | 🏢 08 |
|---|---|---|---|---|---|---|---|---|
| Estate Attorney | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Wealth Manager / RIA | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| CPA / Tax Advisor | ✓ | ✓ | ✓ | ✓ | — | — | ✓ | ✓ |
| Insurance Agent | — | ✓ | — | — | ✓ | ✓ | ✓ | — |
| Commercial Banker | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ |
| M&A Advisor / Broker | ✓ | ✓ | ✓ | ✓ | — | ✓ | — | ✓ |
| Family Consultant | — | ✓ | ✓ | — | ✓ | ✓ | ✓ | ✓ |
| Business Owner | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Upload actual financial documents. AI reads them, validates quality of earnings, flags what needs attention, and generates a 10-section Owner Intelligence Report — the document every adviser needs before the first client conversation.