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Give Your Financial Advisory Practice the Edge
Empower your clients with comprehensive financial validation and planning tools, creating detailed business plans, financial models, and investment strategies efficiently.
Get Started: Let's Talk!
See Your Return on Investment
IdeaFloat can help your clients:
- Discover their true market size and demand for their product or service
- Find the best pricing strategy to boost their profits sooner
- Generating slick and in-depth one-page business plans, pitch decks, or lean canvas instantly
How IdeaFloat works for Financial Advisor
Elevate your advisory services with instant business validation and professional insights.
1
We get your team set up in IdeaFloat
Instantly
Start delivering value from day one
2
You start validating in IdeaFloat with your team
Training Included
Full team training to ensure validation excellence
3
Send white labeled content to your clients
Instantly
Professional reports that showcase your expertise
You can:
White labeling business plans
and validation to own and speed up the end-to-end consulting process
Provide valuable insights and market research in an instant
to help your customers get ahead
Validate any business idea
with just a click