POWERED BY AI & COMPLIANCE

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POWERED BY AI & COMPLIANCE

ONE DASHBOARD. EVERY CHANNEL.

STOP GUESSING WHAT'S WORKING.

START KNOWING.

Website traffic, lead generation, newsletter performance, chatbot engagement, and compliance activity — in one dashboard, not five logins and a spreadsheet to reconcile them.

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SEE HOW IT WORKS

Start Converting High-Net-Worth Traffic Free • No Credit Card Required

  • The Old Way
  • The Old Way
  • The Old Way
  • The Old Way
  • The Old Way
  • The Old Way

Search Console. Analytics. Your CRM. Your email tool.
None of them talk.

Move past guessing games and manual spreadsheets — most firms are piecing together five different logins just to answer one question: is any of this working?

  • 01 / Fragmentation

Five tools, five logins

Traffic, leads, email, and chatbot data all live in separate systems that were never built to connect.

  • 02 / Blind Spot

No view into AI search

Standard analytics has no idea whether ChatGPT or Perplexity is mentioning your firm.

  • 03 / Time

Hours spent reconciling

Manual reporting is time that should be going toward the plan, not the spreadsheet.

Site Analytics

Know who's visiting and what they're reading

Privacy-first analytics with no invasive cookies — page views, visitors, referral sources, and top pages, with all data staying on your domain.

  • No invasive cookies

  • Referral sources & top pages

  • Data stays on your domain
  • Visitors this month: 428 (+4,655%)
  • Top page: Roth Conversion Deadlines 2026
  • Top referral: Google Organic

Lead Analytics

See which tools generate the most leads

Leads broken down by calculator type and content offer, so you can see which tools generate the most engagement — and do more of what’s working.

  • Leads by calculator & offer type

  • Engagement by tool
  • Spot winners, double down
  • Retirement Calculator: 41 leads
  • Fee Comparison Tool: 22 leads
  • Top performer: Retirement Calculator

Site Analytics

Know what your audience cares about

Opens, clicks, and delivery metrics for every send — see which content resonates and track subscriber growth over time.

  • Opens, clicks & delivery per send

  • Content-level performance

  • Subscriber growth tracking
  • Last digest: 42% open rate
  • Top click: Roth Conversion article
  • Subscribers: +18 this month

Engagement & Activity

Understand how visitors engage, and how you respond

Chatbot conversation volume and top questions, compliance review activity and scan findings — every interaction logged in one place.

  • Chatbot volume & top questions

  • Compliance review activity

  • Every interaction logged
  • Chatbot: 63 conversations this month
  • Top question: '401k rollover process'
  • Compliance: 100% pre-screened before review

Big Wins at a Glance 🎉

+265%

Website Visitors

10x+

AI Mentions

600+

New Websites Linking to Us

4x+

Search Keywords

86%

Happy Score from Google AI