One link, clear steps.
Clients complete intake, risk, budget, net worth, and document requests from a focused mobile-friendly workspace.
Client onboarding, without the packet chase.
HTP3 builds fully customizable Client-Ready workspaces that clients can finish, teams can review, and operations can route into the right system.
Demo mode creates a downloadable PDF in your browser only. Each workflow can be tested separately, and production can customize the fields, steps, PDF sections, routing, branding, and integrations.
Branded demo first
See the workspace before committing to production.
Scoped build fee
Depends on custom workflows, fields, branding, data, storage, CRM, email, and portal integrations.
About $250/month
Hosting, support, maintenance, and minor edits.
Savings estimate
Document wrangling is the hidden monthly cost.
The calculator compares the labor saved from fewer follow-up emails, file renaming, folder setup, completeness checks, and manual PDF handling against the approximate $250/month hosting and maintenance cost.
Estimated labor saved
$675/mo
Net after $250/mo
$425/mo
Annualized net
$5,100/yr
Break-even is about 5 intakes per month at these assumptions.
The pitch
A private client workspace that becomes a ready-to-review record.
Replace scattered PDFs, spreadsheets, email attachments, and one-off form links with one branded flow.
One PDF package.
Each submission creates a clean PDF record with contact details, workflow summaries, evidence, and next-step context.
One routing layer.
Production can send the package to Box, team email, CRM tasks, portal queues, e-signature, or approved APIs.
Try standalone workflows
Test any module individually, or run the complete package.
Client Intake
Household, contact, employment, banking, and beneficiary information as a standalone intake.
Complete packageFull Demo
Client profile, risk profile, monthly budget, net worth snapshot, and document-routing step.
PDF-readyRisk Profile
Client profile, portfolio selection, 2008 stress review, adjustment loop, and final model summary.
Cash flowMonthly Budget
Client profile, income, expenses, savings, planning flags, and CSV worksheet support.
Net worthPFS
Client profile, assets, liabilities, ownership notes, household details, and estimated net worth.