Live product sandbox

Build your own sample plan.

Explore PlanScore with a complete sample engagement: client profile, scorecard, financial plan, and proposal. Edit freely, reset anytime, and see the advisor workflow from intake to review.

No sales approvalSingle-use accessProduction data isolatedWatermarked exports

Email my secure link

No password or approval step. We'll send a personal, single-use link immediately.

By requesting access, you agree to the Terms of Use and acknowledge the Privacy Policy. Do not enter real client information in the demo.

A complete sample engagement

Open a guided sample client profile, scored plan, advisor observations, action items, and an editable proposal.

Fresh on every link

Each redemption provisions a new sandbox. Changes from another visitor or an earlier session never carry over.

Separated from production

The sandbox uses its own temporary tenant boundary and has no access path to paid-user, advisor, or client data.

60 minutes to explore

Your personal link works once. The session ends automatically after one hour, with an in-session reset available anytime.

Sandbox privacy: Demo sessions are seeded only with fictitious information, run under a unique temporary tenant, and are permanently removed after the configured retention window. Never enter real client or confidential information into the demo.