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Advise With Ease
Magic-link pre-meeting forms for financial advisors
AdviseWithEase sends FINRA/SEC-compliant pre-meeting forms to advisory clients via a single magic link — no login, no portal, no friction. Unlike generic form tools like Google Forms, it's purpose-built for RIAs and financial advisors: compliance-aware language, client-facing polish, and zero setup. Clients tap a link, fill out their financial snapshot before the meeting, and advisors walk in prepared instead of improvising. Plans start at $29/month with a 14-day free trial.
Hey Product Hunt 👋 I built AdviseWithEase after seeing how much time advisors lose chasing down client info before meetings — sticky notes, half-filled intake PDFs, or worse, winging it. The idea is simple: send a client a single magic link, they fill out a short pre-meeting form on their phone, and you walk into the meeting already knowing what matters to them. It's not a generic form builder — it's built specifically for the compliance and tone constraints RIAs and advisors actually work under. Would love your feedback, especially from anyone in wealth management or financial planning!
About Advise With Ease on Product Hunt
“Magic-link pre-meeting forms for financial advisors”
Advise With Ease was submitted on Product Hunt and earned 0 upvotes and 1 comments, placing #112 on the daily leaderboard. AdviseWithEase sends FINRA/SEC-compliant pre-meeting forms to advisory clients via a single magic link — no login, no portal, no friction. Unlike generic form tools like Google Forms, it's purpose-built for RIAs and financial advisors: compliance-aware language, client-facing polish, and zero setup. Clients tap a link, fill out their financial snapshot before the meeting, and advisors walk in prepared instead of improvising. Plans start at $29/month with a 14-day free trial.
On the analytics side, Advise With Ease competes within Productivity, Fintech and SaaS — topics that collectively have 745k followers on Product Hunt. The dashboard above tracks how Advise With Ease performed against the three products that launched closest to it on the same day.
Who hunted Advise With Ease?
Advise With Ease was hunted by Atlas AG. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of Advise With Ease including community comment highlights and product details, visit the product overview.
Atlas AG