Tools built by advisors, for advisors. Browse what the community has created or list your own.
An interactive assessment that helps clients explore their relationship with money before the first planning meeting. Uncovers behavioral patterns, money scripts, and emotional triggers that shape financial decisions — giving advisors deeper insight into what really drives their clients.
List your tool on the marketplace and let other advisors find it.
List Your Build →Whether you built it with Claude, ChatGPT, Cursor, or good old Python — if it solves a real problem in financial planning, we want to see it. Drop your live app URL, fill out the form, and we'll get it listed after review.
Built with any of these? Perfect: