The prospects researching you stop disappearing.
A credible advisor website, a co-branded Social Security analyzer prospects engage with, financial content under your name, and identification of up to 40% of your anonymous visitors by name, email, and postal address.
Co-branded end to end — you look like your firm, not like every other advisor on the same template.
30-day money-back guarantee · Live within an hour · No setup fees · Cancel anytime
Social Security Analysis
North Star AdvisorsLifetime benefit
$487K
At full retirement age
Optimal claim age
70
+$94K vs. age 62
60-second tour
See the analyzer, the site, and the identification dashboard.
A quick walkthrough of what your prospects see and what you see.
60-second product tour
Coming soon
Identification
40% max
Anonymous visitors named
Setup
1hr
Branded site live
Co-branded
100%
Your name, your logo
Guarantee
30days
Money back
Why advisors choose ProspectMatch
Compliant by design
CAN-SPAM and US privacy law compliant. Identification and drip run inside the rules — we handle the compliance plumbing.
Your data, your prospects
Every identified prospect, every drip response, every tool is yours. Export anytime. No lock-in, no long contract.
Real products, branded as you
The site, the tool, and the content are live products carrying your logo and name — not a demo built for the pitch.
Your best prospects research you in silence.
Pre-retirees Google their advisors carefully. They read your bio. They check your credentials. They run scenarios on someone else's analyzer and never tell you they were there. Most platforms count those visitors as a chart of strangers. Ours identifies them by name, email, and postal address, and the drip campaigns reach them on email and direct mail across the weeks before they're ready to talk.
A site that meets the financial-services bar.
Designed for the trust-building work an advisor needs to do on the page. Credentials surfaced cleanly. Bio that reads like a person, not a brochure. Mobile-first because pre-retirees research on phones too.
A tool prospects spend fifteen minutes inside.
The Social Security analyzer prospects use to evaluate claim-age strategies. Co-branded with your firm name and logo. Each scenario they run is another minute they spend with your brand on the page. Embedded on your site, shareable on its own URL.
Your branded analyzer
The Social-Security analyzer prospects spend fifteen minutes inside.
Up to 40% you never knew were there.
Most platforms count visitors. Ours identifies them. For up to 40% of your anonymous traffic you get a name, email, and postal address — without a form fill. Identified prospects flow into automated drip campaigns: email sequences and direct mail, branded as your firm, that reach them across the weeks before they're ready to schedule the first call.
Common questions
How does visitor identification work?
When a prospect researches you, our identification layer returns a name, email, and postal address for up to 40% of otherwise-anonymous visitors — no form fill. The matching method is our own; what you get is identified prospects ready for drip. Learn more →
Is this compliant with US law?
Yes. Identification and drip are built to comply with US law — including CAN-SPAM for email and US state privacy laws such as CCPA/CPRA. On the content side, articles are education, not investment recommendation, and drip copy is reviewed for SEC-style language pitfalls before delivery. Visitors can opt out, and we handle the compliance plumbing.
What is a prospect vs a lead?
A prospect is an identified visitor — we know who they are. A lead is a prospect who engaged after one of your drip campaigns reached them. The system identifies prospects; the drip converts a share of them into leads over time.
Can I use my existing site?
Yes. The Starter plan adds the Social Security analyzer and identification tracking to your existing site. Professional includes a full new branded site.
Does the analyzer actually return accurate numbers?
Yes. It uses the Social Security Administration calculation rules current to the year, with optimization for the claim-age question across both spouses.
Is the content really branded as me?
Yes. Your firm name, your colors, your byline. Articles publish to your site on your schedule.
Do I own my prospects?
Yes. Every identified prospect, every drip response, every analyzer run stays yours. Export anytime.
Simple plans. No setup fees.
Pick the one that fits. 30-day money-back guarantee.
Prospect
For the advisor getting started
Growth
For the advisor ready to scale
Platinum
Tailored to your firm
See it for yourself.
See your branded site and the identification dashboard. 30-day money-back guarantee on every plan.
30-day money-back guarantee.