Know their assets, goals, and risk tolerance before the first meeting. Qualify prospects, prepare personalized recommendations.
Your time is best spent on clients who meet your minimums and genuinely need your expertise. HeyIntake helps you capture investable assets, financial goals, risk tolerance, and timeline so you can prioritize the right prospects.
Every meeting with an unqualified prospect is time away from serving your existing clients and growing your practice strategically.
Most advisor inquiries come with minimal context. 'I want to discuss my investments' could mean someone with $50,000 in an IRA or $5 million in complex assets. Without knowing their situation, you can't prepare relevant recommendations or even determine if they meet your client minimum.
HeyIntake transforms your prospect qualification. Before any meeting, you know their investable assets, income level, financial goals, timeline, risk tolerance, and current advisor situation. Our AI identifies prospects who match your ideal client profile and flags potential compliance considerations.
For RIAs, wealth managers, and financial planners, this means meetings with qualified prospects, personalized first conversations, and a practice full of clients you're excited to serve.
Sound familiar? HeyIntake solves these problems automatically.
Spending an hour with prospects who don't meet your asset minimum or need services you don't offer.
Walking into meetings blind, unable to prepare relevant recommendations.
Prospects expecting day-trading tips when you specialize in retirement planning.
Discovering complex situations (trusts, business ownership) that require additional preparation.
Warm referrals going cold because qualification takes too long.
Clients who said they're 'aggressive' panicking at the first downturn.
Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.
HeyIntake's AI helps you identify ideal prospects and prepare for productive first meetings.
$2.4M Assets • 8 Years to Retirement • Seeking New Advisor
"Physician couple, $2.4M investable + practice sale pending. Retiring in 8 years. Current advisor not responsive. Interested in tax-efficient withdrawal strategies. Both spouses involved in decisions."
From prospect inquiry to prepared meeting
Potential clients provide financial snapshot, goals, and preferences before any meeting.
Our AI identifies if they meet your minimums, flags complex situations, and helps prioritize.
Enter every meeting knowing their situation, ready to discuss relevant strategies.
Know their investable assets before scheduling, ensuring they meet your minimum.
Document risk tolerance upfront with standardized questions.
AI identifies prospects actively looking to make a change vs. just browsing.
Capture household income, assets, and goals before your first conversation.
Qualified prospects can book directly into your calendar.
See all prospects from inquiry through onboarded client.
Explore how other industries use AI-powered intake forms
Have questions about HeyIntake for financial advisors?