See it in action
We'llshowyouhowitworksinyourpractice
We know your diary is full of clients. This is 30 minutes that could give you hours back every single week.
What we cover
A live walkthrough built around your meetings
We show you exactly how Prospo works through a client meeting — from fact-find to file note — in real time.
How your paraplanner benefits from day one
See how SOA-ready notes land in your paraplanner's queue the moment your meeting ends — no rewrites, no delays.
Your compliance questions, answered honestly
Best interest duty, file notes, licensee obligations — we'll walk through exactly how Prospo supports your responsibilities.
30 minutes, respecting your time
No sales pitch, no pressure. If it's not the right fit for your practice, we'll tell you that too.
Prefer to reach out directly?
contact@prospo.ai