The Process
How Pathfinder works
01
Your client gets free financial clarity
They complete a free onboarding, run simulations, and receive a personalised financial health snapshot — at no cost, no commitment.
02
Pathfinder identifies their real needs
Our engine maps protection gaps, mortgage readiness, retirement concerns, and other advisory opportunities — surfacing what matters most.
03
You get a warm, consented referral
When they want help, they choose you. You receive a pre-qualified lead who has explicitly asked for an advisor — not a cold name from a list.
Partner Plans
Simple, transparent pricing
Start free for your clients. Pay only for access to the leads they generate.
Solo & Independent
Starter
$99/month
Built for independent brokers, financial advisors, and solo practitioners.
- ✓Unlimited consented referrals
- ✓Client financial health dashboard
- ✓Lead quality scoring
- ✓Email & calendar integrations
- ✓Dedicated onboarding support
Most Popular
Small Firms — Most Popular
Pro
$299/month
For small advisory firms and mortgage brokerages who need team-level visibility.
- ✓Everything in Starter
- ✓Up to 5 advisor seats
- ✓Firm-level analytics dashboard
- ✓Lead routing & assignment
- ✓Priority support & SLA
- ✓Co-branded client portal
Large Institutions
Enterprise
Custom
For large brokerages, insurance groups, and benefit consultants at scale.
- ✓Unlimited advisor seats
- ✓White-label client experience
- ✓Revenue share arrangements
- ✓Custom data integrations & API
- ✓Dedicated account manager
- ✓SLA & compliance support
⚖️
Fully Compliant
Consent-first architecture with full audit trail
🔒
Bank-Grade Security
Data encrypted at rest and in transit
🤝
No Cold Leads
Every referral is an explicit, user-initiated request
📊
Real Analytics
Track every lead from first click to closed deal