ProKey
Financial planning platform for MFDs & CFPs
Private Beta
Thank you for your interest!
ProKey is currently in private beta — available to a select group of financial advisors who are helping us shape the product. We’d love to have you on board.
🚀 What’s in the beta
- Goal-based financial planning for every client
- Financial Health Snapshot (FHS) — shareable PDF reports
- VaNi — AI co-planner for pre-meeting insights
- Secure, fully isolated per-practice workspace
Don’t have a key?
We’re onboarding select beta advisors
Reach out to get early access and shape the product with us