Select a tool to manage your platform.
View all quiz submissions, quality scores, lead prices, and routing status. Retry routing for unmatched leads.
Add and manage financial services partners. Set credit balances, territory, asset thresholds, and partner type.
Edit the system prompt and user prompt template used to generate personalized financial snapshots.
Review and approve or deny partner refund requests. Approved refunds restore credits to the partner balance.
View total leads, revenue, partner performance, quality tier breakdown, and monthly revenue trends.
Edit homepage content, testimonials, navigation links, and site configuration without touching code.
Direct access to view and edit all database entities and records.
Create and manage AI prompts used to process podcast transcripts into SEO content.
Manage podcast settings, sync RSS feeds, and edit episodes.
View and manage contact form leads, update statuses, and track sources.
Upload and manage images, documents, and other media files.
Manage financial calculators, input fields, content, lead capture widgets, and view lead analytics.
Configure sidebar widgets for public pages.
Sitemap, schema markup, meta tags, code injection, and site settings.
Manage offers shown in user dashboard.
Manage advisor types, partners, and connection requests.
Manage quiz questions, reorder with drag & drop, and configure smart conditional logic.
Configure rates and assumptions used in all financial calculations.
Manage affiliate applications, approvals, and profiles.
Create and manage affiliate offers and commission structures.
Approve or reject pending affiliate commissions.
AQS scores, rankings, and warning flags for all affiliates.
Process and review affiliate payouts.
Configure AI prompts, data mappings, and report sections for wealth plan generation.
Map quiz answers to profile fields. Controls how My Numbers pages are pre-filled.
Public page — marketing page for recruiting new affiliates.