findmydove for advisors
Financial independence planning your clients get under your brand
Give every client a white-label plan backed by 10,000 Monte Carlo simulations — your logo, your colors, your advice. findmydove runs the math; you own the relationship.
Planning for yourself? Try the free quick start
Already work with clients? Advisor loginFor advisors
- White-label branding
- Client dashboard
- Branded PDF reports
- Seat-based pricing
How it works
Three steps to branded client plans
Onboard your firm
Add your logo, brand colors and advisor seats. Your firm is ready before your next client meeting.
Invite your clients
Send each client a private invite. They enter their goals, income and assets in a guided, mobile-friendly flow.
Clients get branded plans and reports
Every client receives a financial independence plan stress-tested with 10,000 simulations, plus a PDF report carrying your brand.
Built for advisors
Everything your practice needs
White-label branding
Your logo and colors on every screen. Clients see your firm, not ours.
Client dashboard
Track every client plan in one place and see who is on track for independence and who needs a conversation.
Branded PDF reports
Hand clients a polished PDF report of their plan, ready for review meetings and annual check-ins.
Seat-based pricing
Pay per advisor seat, with unlimited clients per seat. Add seats as your practice grows.
By the numbers
- Monte Carlo simulations behind every full plan
- 10,000
Put your brand on every client plan
Advisor accounts are opening gradually. Contact us and we will reach out when your firm can come aboard.