Wealth Management Assessment Tool

Lead Generation Through An Online Tool



We first began our working relationship with Tony and Amy several years ago when we designed their website and helped with some branding and general marketing. Since then, the Fidato Group has grown and become an industry leader in wealth management.

The wealth management industry has some unique challenges.

With the 2008 financial crisis was still fresh in many people’s minds, many people began to question their retirement plans and financial security.

We saw this as a great opportunity to design and build an interactive tool that was more than just a lead generation tool.

The Retirement Reliability Calculator

An interactive solution for wealth management firms.



More Than Just a Lead Generation Tool

We created Fidato’s Retirement Reliability Calculator to not only help prospective clients score their confidence in their existing wealth management plan, but to streamline the sales process as well.

On the front-end, prospects are given useful and personalized feedback. On the back-end, the prospect is scored and matched with the right wealth management advisor.


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Interactivity creates an immersive and engaging experience that leads people to become more easily persuaded by messages, and in turn, leads to higher conversion rates and increased positive perceptions with the brand.

Tools such as these not only help firms like Fidato generate more leads, but studies have shown that they build positive associations with both the brand and the messaging.

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