
Site Analytics
Know Who's Visiting and What They're Reading
- Privacy-first analytics — no invasive cookies
- Page views, visitors, referral sources, and top pages
- All data stays on your domain

Lead Analytics
See Which Tools Generate the Most Leads
- Leads broken down by calculator type and content offer
- See which tools generate the most engagement
- Spot what's working and do more of it

Email Analytics
Know What Your Audience Cares About
- Opens, clicks, and delivery metrics for every send
- See which content resonates
- Subscriber growth tracking

Engagement & Activity
Understand How Visitors Engage and How You Respond
- Chatbot: conversation volume, top questions, and engagement
- Compliance: review activity and scan findings over time
- Every interaction logged
More on the platform
Explore more.
Website
A modern site designed to grow your practice — with 25+ templates and a visual editor.
Learn moreLead Generation
Interactive financial tools that capture qualified prospects with full consent tracking.
Learn moreContent & SEO
AI-assisted blog drafting, scheduled publishing, and built-in newsletter delivery.
Learn moreAI Chatbot
A compliance-aware assistant that answers questions, guides visitors, and captures leads.
Learn moreCompliance
AI scanning, approval workflows, audit trails, and centralized document management.
Learn more