Plan Smart.
Live Well.
Generate professional financial plans in minutes. Impress clients with comprehensive reports that showcase your expertise and build lasting trust.
Financial Health Score
Emergency Fund
On Track
Savings Rate
Needs Improvement
Frequently Asked Questions
Get answers to common questions about Mintwell and how it can help your practice.
You can be up and running in under 5 minutes. Simply sign up with your email address, customize your branding preferences, and start inviting clients. No complex integrations or lengthy setup processes required.
Ready to Transform Your Practice?
Join hundreds of financial advisors who are already impressing clients and growing their practices with Mintwell's professional financial planning tools.
5-Minute Setup
Get started immediately with email signup
No Credit Card
14-day free trial with full access
Expert Support
Dedicated help when you need it
Enterprise-Grade Security
Your clients' financial information is protected by the same security standards used by major financial institutions.
256-Bit SSL Encryption
All data transmission is protected with bank-level encryption protocols.
SOC 2 Type II Compliant
Independently audited security controls and data handling procedures.
Privacy by Design
No bank logins required. Clients control what information they share.
FINRA Compliant
Designed with regulatory requirements in mind for financial advisors.
Security Certifications
Independently verified security and compliance standards
Security audits performed quarterly by independent third parties
Trusted by Financial Professionals
See what advisors are saying about how Mintwell has transformed their client relationships and practice efficiency.
David Thompson
CFP®, Thompson Financial
“Mintwell has revolutionized how I work with new clients. The professional reports impress prospects and the streamlined process saves me hours each week.”
Sarah Mitchell
Principal, Mitchell Wealth Management
“My clients love the visual health scores and clear recommendations. It's made complex financial planning accessible and engaging for everyone.”
Michael Rodriguez
Senior Advisor, Pinnacle Financial
“The setup was incredibly simple and my first client report looked like it came from a Fortune 500 firm. Mintwell has elevated my entire practice.”
Join 500+ Advisors Growing Their Practice
Mintwell has helped financial advisors generate over 10,000 professional reports and serve more than 25,000 clients nationwide.
Simple, Transparent Pricing
Choose the plan that fits your practice. No hidden fees, no long-term contracts, and no surprises.
Starter
Perfect for new advisors getting started
- Up to 25 clients
- Unlimited reports
- Basic branding
- Email support
Professional
Ideal for growing practices
- Up to 100 clients
- Unlimited reports
- Full branding customization
- Priority support
- Advanced analytics
- API access
Enterprise
For large practices and RIAs
- Unlimited clients
- White-label solution
- Custom integrations
- Dedicated account manager
- Custom reporting
- SLA guarantee
All plans include a 14-day free trial. No credit card required.
Professional Financial Reports
Generate comprehensive, branded PDF reports that showcase your expertise and provide clients with actionable insights.
Branded Templates
Customize reports with your logo, colors, and contact information to maintain professional consistency.
Visual Analytics
Interactive charts and graphs make complex financial data easy to understand and engaging for clients.
Smart Recommendations
AI-powered insights provide personalized recommendations based on each client's unique financial situation.
Sample Financial Plan
Executive Summary
Clear overview of current financial position and key recommendations.
Financial Health Score
Visual representation of overall financial wellness with detailed breakdowns.
Action Plan
Step-by-step recommendations prioritized by impact and urgency.
Progress Tracking
Metrics and milestones to monitor financial improvement over time.
Financial Health Report
Top Recommendations
- • Increase 401(k) contribution to 15%
- • Build emergency fund to 6 months
- • Consider term life insurance
Exceptional Client Experience
Your clients will love the simple, intuitive process that provides valuable insights into their financial health without any complexity.
Financial Health Assessment
Step 7 of 10Simple 10-Question Process
No overwhelming forms or complex financial jargon. Just 10 thoughtfully crafted questions that capture the essential information needed for a comprehensive financial assessment.
Privacy First
No bank logins required. Clients provide only the information they're comfortable sharing.
Mobile Optimized
Clients can complete their assessment on any device, anywhere, at their own pace.
Quick Completion
Most clients complete their assessment in under 10 minutes with our intuitive interface.
Simple Workflow for Advisors
From client invitation to final report delivery, our streamlined process saves you hours while impressing your clients.
Sign Up & Setup
Create your account with just an email address. Customize your branding and preferences in minutes.
Invite Clients
Send secure email invitations to your clients. They'll receive a personalized link to begin their intake.
Track Progress
Monitor client intake completion in real-time. Receive notifications when clients finish their assessment.
Generate Reports
Create professional PDF financial plans instantly. Download, print, or share directly with clients.
Dashboard Overview
Keep track of all your clients, their progress, and generated reports in one centralized dashboard. Get insights into your practice growth and client engagement.
Recent Activity
Sarah Johnson
Completed intake
Michael Chen
Report generated
Emily Rodriguez
Started intake
Everything You Need to Succeed
Streamline your practice with tools designed specifically for financial advisors who want to deliver exceptional client experiences.
Lightning Fast Setup
Get started in under 5 minutes. No complex integrations or lengthy onboarding processes.
- Email signup only
- Instant client invitations
- No bank login required
Professional Reports
Generate comprehensive PDF financial plans that showcase your expertise and build client trust.
- Branded templates
- Interactive charts
- Actionable recommendations
Client Experience
Provide clients with clear, visual insights into their financial health without overwhelming complexity.
- 10-question intake
- Health score visualization
- Mobile-friendly interface