One link, clear steps.
Clients complete intake, risk, budget, net worth, and document requests from a focused mobile-friendly workspace.
Client onboarding, without the packet chase.
HTP3 builds branded Client-Ready workspaces that clients can finish, teams can review, and operations can route into the right system.
Demo mode creates a downloadable PDF in your browser only. Production can route the same package to Box, email, CRM tasks, secure portals, or custom APIs.
Branded demo first
See the workspace before committing to production.
Scoped build fee
Depends on branding, data, storage, CRM, email, and portal integrations.
About $250/month
Hosting, support, maintenance, and minor edits.
Savings estimate
Document wrangling is the hidden monthly cost.
The calculator compares the labor saved from fewer follow-up emails, file renaming, folder setup, completeness checks, and manual PDF handling against the approximate $250/month hosting and maintenance cost.
Estimated labor saved
$675/mo
Net after $250/mo
$425/mo
Annualized net
$5,100/yr
Break-even is about 5 intakes per month at these assumptions.
The pitch
A private client workspace that becomes a ready-to-review record.
Replace scattered PDFs, spreadsheets, email attachments, and one-off form links with one branded flow.
One PDF package.
Each submission creates a clean PDF record with contact details, workflow summaries, evidence, and next-step context.
One routing layer.
Production can send the package to Box, team email, CRM tasks, portal queues, e-signature, or approved APIs.
Try the workflows
Click through the same modules a client would see.
Client Intake
Household, contact, employment, banking, and beneficiary information.
Complete packageFull Demo
Risk profile, monthly budget, net worth snapshot, and document-routing step.
PDF-readyRisk Profile
Portfolio selection, 2008 stress review, adjustment loop, and final model summary.
Cash flowMonthly Budget
Income, expenses, savings, planning flags, and CSV worksheet support.
Net worthPFS
Assets, liabilities, ownership notes, household details, and estimated net worth.