Anonymous Client Financial Profile
PFS gives advisers an anonymised snapshot of a person’s financial assessment before the adviser decides whether to accept a connection.
What the adviser receives
The PFS connection model sends an anonymised snapshot of the person’s assessment so the adviser can understand the broad situation before accepting.
Why anonymity is deliberate
The platform separates the initial suitability conversation from personal contact details. The adviser can see the financial picture needed to decide whether the request is relevant without automatically receiving the person’s identity or contact information.
The snapshot is structured
The current implementation builds the adviser view from assessment fields and includes information such as financial stage, goals, surplus, obligations, self-identified concerns, allocation and a coarse income-stability read.
The adviser still makes the professional decision
PFS does not decide whether the adviser can serve the person. The adviser reviews the snapshot and makes that decision themselves.
Contact sharing comes later
After acceptance, encrypted anonymous chat opens. Contact information can become visible only if the parties choose to share it.
Designed to improve the beginning
The snapshot is intended to reduce the need to start every conversation from zero while preserving user and adviser control.
Explore PFS for your practice
See how PFS works for financial advisers, including directory connections and adviser intake links.
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