🎯 For licensed financial professionals

Your prospects arrive
already analyzed.

TruFolio gives every prospect a branded financial clarity experience — income, expenses, debts, equity, retirement, and net worth — before your first conversation.

No app to download
White-labeled to you
Real-time lead alerts
30-day free trial
Choose your plan — all include a 30-day free trial
Individual
$99/mo
1 agent · billed monthly
1 seat included
  • Your branded prospect link
  • Full 6-step financial assessment
  • Real-time lead alerts via email
  • Lead intelligence portal
  • Financial Clarity Score + flags
  • Calendly booking integration
  • Unlimited prospects
Small Team
$199/mo
Up to 5 agents · billed monthly
5 seats included
  • Everything in Individual
  • Team dashboard for principal
  • Per-agent performance stats
  • Shared organization branding
  • Seat usage monitoring
  • Priority email support
  • Unlimited prospects
Agency
$349/mo
Up to 15 agents · billed monthly
15 seats included
  • Everything in Small Team
  • Full agency dashboard
  • Cross-agent lead visibility
  • Retention risk monitoring
  • Custom org subdomain
  • Dedicated onboarding support
  • Unlimited prospects
◆ Enterprise — 15+ agents
Custom pricing for
your organization
Large agencies and broker-dealers get dedicated onboarding, negotiated per-seat pricing, and a TruFolio partner who knows your business. Tell us your size and we'll reach out within one business day.
  • Negotiated per-seat pricing
  • Custom seat count — no arbitrary limits
  • Dedicated account manager
  • Custom org subdomain for your agency
  • White-glove agent onboarding
  • Priority support and SLA
  • Volume-based pricing tiers
  • Multi-office and multi-specialty support
Tell us about your organization
We'll reach out within one business day with a custom proposal.
✓
We'll be in touch.
Your inquiry has been received. Our sales team will reach out within one business day with a custom proposal for your organization.
"The first conversation finally starts where it should."
🔒
No sensitive data collected
No Social Security numbers, bank credentials, or account logins. Prospects enter their numbers manually and stay in control.
⚖️
GLB-compliant disclosures
Gramm-Leach-Bliley compliant privacy notices and specialty-aware professional standards language built in.
⚡
Real-time lead alerts
The moment a prospect completes their picture, you get an email with their score, top flags, and financial snapshot — before they close the tab.
v2.0.9.4 · trufolio.app/join