Solutions
Built for the advisor, ready for the team.
Pick the fit for how you work. The tool is the same clear strategy engine underneath. What changes is who it is pointed at.
Independent advisors
Win the client without the big-lender budget
You compete against a website and a coworker who said "just go online." WealthLens gives you the thing they cannot copy: a clear strategy, in your name, that shows the client why you are the better call. No six-week rollout, no IT team. Start today.
- Your brand on every share link and PDF
- A full strategy in about sixty seconds
- Plans that start at $99 a month
Brokerages and teams
Keep every advisor on brand and on message
When the whole team presents the same clear way, your brand gets stronger with every client conversation. Shared templates keep the strategy consistent, and white-label branding puts the firm front and center. Bring a new advisor up to speed with the Lens Guide instead of a binder.
- Shared templates and team seats
- White-label branding for the firm
- Faster ramp for new advisors
The investor desk
Model the deals other tools cannot
DSCR and fix-and-flip are first-class loan types, with the analysis to back them up. Show a rental client the cash flow, walk a flipper through profit and the BRRRR exit, and do it next to the conventional options in one file.
- DSCR and fix-and-flip sizing
- Flip profit, ROI, and BRRRR exit
- Investor and owner-occupied side by side
What advisors hire it to do
- + Turn a property address into a client-ready strategy
- + Get the conversation off the rate and onto the plan
- + Show a refinance or buydown breakeven the client can read
- + Hand a realtor partner a co-branded page that sends deals back
- + Bring a new team member up to speed without a training week
