The advisor's
planning desk.Wherever you practise.
Goal-based planning, retirement modelling, and live scenario conversations — one secure workspace for your whole practice.Multi-planner. Multi-currency. For financial planners & advisors.
Running in five minutes.
Sign up, add a client, see their plan. No install, no spreadsheets.
Create your workspace
Sign up in seconds and your practice workspace is ready — no install, runs in your browser. Invite your team and set their roles whenever you like.
Add clients, start planning
Add a client, enter their goals, and see their projection instantly. Everything is saved securely to your workspace and isolated from every other practice.
Any device, same workspace
Open ProKey on your phone, tablet, or second laptop — same clients, always in sync. A colleague joins your practice? Add them and they're immediately in.
Built for the way you actually plan.
Goal-based, retirement-honest, multi-currency. One file per surface — planner desk, AI chat, client intake, review companion.
Retirement is just another goal.
The biggest one — but structurally identical to Education, Marriage, Home. Coverage status, funding source, corpus math, all in one connected view.
Change retirement age and every downstream number updates instantly. The client sees a story, not a spreadsheet.
- Coverage status — full / partial / at-risk at a glance across all goals
- Recurring investments, pensions, retirement accounts — local instruments built in, not bolted on
- Live scenarios — drag retire age, contribution amount, equity %, see impact instantly
| Goal | Target | Amount | Status |
|---|---|---|---|
| 🏖 Retirement | 2045 | $4.20M | Partial |
| 💍 Marriage | 2038 | $600K | On track |
| 🎓 Education | 2032 | $850K | Behind |
| 🏡 Vacation Home | 2030 | $1.2M | At risk |
| 🎓 Higher Ed | 2029 | $450K | On track |
Your team. One workspace.
Your whole practice works from one secure cloud workspace. Open ProKey on any device and you're looking at live data — no install, nothing to sync by hand.
Add a colleague to your practice? Invite them and they're immediately in, with their own login. Access is role-based and every change is logged.
- Laptop, mobile, tablet — same app, same workspace, any device
- Team of planners — shared client book, individual logins, audit trail
- Client intake on mobile — send a link, client fills on their phone, lands in your workspace
From first touch to funded plan.
Send a branded intake form to one prospect — or run a campaign to your whole contact list. They fill it on their phone, a Financial Health Snapshot generates automatically, and you watch every stage in one funnel.
Stop chasing. Start diagnosing.
One link turns a cold prospect into a scored, named diagnostic — before they've shared a single statement. Launch it to one contact or hundreds, and let ProKey auto-retry the ones who go quiet.
- Branded intake forms — your logo, your questions, mobile-first
- Campaigns — send to many contacts at once, each gets their own secure link
- Auto-retry & reminders — non-responders are nudged automatically
One tool, three levels of depth.
A financial health scorecard you can leave with every prospect — gaps named in plain language, before they share a single statement.
An instant read of the client's net worth, liquidity, and goal funding as deeper data arrives — one connected view, not a spreadsheet.
Goal tracking, scenarios, and stress-free reviews that keep clients on plan year after year — the heart of long-term retention.
An honest starting point — for every client.
The snapshot you hand a prospect sets the tone for the whole relationship. ProKey leads with candour, not a sales pitch — here is exactly what your clients read on theirs.
An honest starting point
Your clients' data. Isolated, encrypted, yours.
ProKey is a multi-tenant SaaS, built so each practice's data is isolated at the database layer. Row-level security ensures one advisor can never see another's clients — enforced on every single query.
Traffic is encrypted in transit. Access is scoped to your team through individual logins and a full audit trail — built to keep you on the right side of the advice line in your market.
Simple. No per-seat surprises.
A flat license per practice. AI queries are topup — pay for what you use.
- Full planning dashboard
- Unlimited clients
- Works on all devices
- Goal planning & retirement modelling
- Client intake form (WhatsApp link)
- Everything in Solo
- Up to 3 planner logins
- Shared client book
- Activity audit trail
- Priority support
Change how your first
meeting ends.
Drop your email and we'll set you up with early access. Prefer to see it first? Book a 30-minute call and we'll walk it through on your own client case.