The intake your practice deserves.
Digital. Secure. Done before the handshake. Give every client the experience of a prepared advisor.
Get started todayTrusted by 2,500+ financial agents nationwide
|Secure forms. Faster onboarding. Better first meetings.
Everything you need to run a better intake
From the first form link to the final export, MyFNA covers the intake workflow from end to end.
Send secure, personalized intake forms
Each client receives a unique link. Responses are encrypted and tied only to their session.
Clients arrive prepared
They complete their intake before the meeting, so your conversation starts with context instead of questions.
A professional first impression
Prospects see a polished, branded experience from the first touchpoint. That consistency builds confidence.
View entries or download them
Review every submission in your dashboard or export a Word document that matches the on-screen layout.
Simple, straightforward pricing
One plan with all features. Choose the billing cycle that works for you.
Monthly
- ✓Unlimited intake forms
- ✓Secure, unique client links
- ✓Submissions dashboard
- ✓Word document export
- ✓Email notifications
- ✓Advisor branding
Yearly
Save 20%About $10.00 per month, billed annually
- ✓Unlimited intake forms
- ✓Secure, unique client links
- ✓Submissions dashboard
- ✓Word document export
- ✓Email notifications
- ✓Advisor branding
All prices shown before applicable taxes. Cancel anytime.
Ready to simplify your client intake?
Set up your account in minutes. Your first form can be in a client's inbox today.
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