Support Better Advice Conversations Through Clearer Client Understanding
Structured discovery and suitability support for advisers, distributors and digital wealth platforms.
From surface-level to structured
Typical advice
Risk scores, product lists, surface conversations.
PlanPrompt
Structured discovery, behavioural finance and Indian market understanding.
- Clearer onboarding conversations
- Stronger suitability discussions
- Improved client participation
- More consistent long-term engagement
When clients feel understood, their families gain confidence — and trust grows naturally across generations.
Built for every stage of the relationship
Prospecting
Stand out with personality-led conversations that support stronger early conversations.
Onboarding
Use structured questionnaires designed for practical adviser conversations.
Portfolio Design
Align comfort levels, values, and life goals — not just returns.
Reviews
Address concerns earlier through clearer understanding of client priorities and decision patterns.
Retention
Support more consistent long-term client engagement.
"PlanPrompt transformed our client reviews into more meaningful conversations. Clients became more engaged, relationships became stronger, and conversations moved far beyond markets alone."
