The intake your practice deserves.
Digital. Secure. Done before the handshake. Give every client the experience of a prepared advisor.
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|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. Start with a 7-day free trial, then choose the billing cycle that works for you.
Monthly
7-day free trial
- ✓Unlimited intake forms
- ✓Secure, unique client links
- ✓Submissions dashboard
- ✓Word document export
- ✓Email notifications
- ✓Advisor branding
Yearly
Save 32%About $10.00 per month, billed annually
7-day free trial
- ✓Unlimited intake forms
- ✓Secure, unique client links
- ✓Submissions dashboard
- ✓Word document export
- ✓Email notifications
- ✓Advisor branding
7-day free trial applies to monthly and yearly plans. 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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