AdviceRs 0 intro
Advice
First meeting
60 min · goals · F-7
F-7
(22)
Sixty-minute goals meeting. Sample intro — this demo does not book a live advisor diary or show a live portfolio.
Advice
Intro this week
Plan
A plan you can read
A plan you can read: first meeting, retirement map, business books, family cover. Sample advice layout — no live portfolio or SECP licence. NodeLyte Technologies ships the live planner for Islamabad desks.
- Goals in sixty minutes, written up after — fee sits on the card.
- This demo does not book a live diary or show holdings.
- Your people and disclosures replace this copy.
On the desk
Sample advice layout — no live portfolio or SECP licence. Book an intro does not lock a live diary.
View plan
PlanRs 25,000
Plan
Retirement map
Written plan
F-7
A written retirement map as sample copy. No SECP licence is claimed in this demo.
Plan
AccountsRs 18,000
Accounts
Business books
Monthly close
F-7
Monthly close as a sample add-on. Production uses your people and disclosures.
Accounts
CoverQuote
Cover
Family cover
With insurance desk
F-7
Family cover intro with the insurance desk. Sample quote path — not a policy.
Cover
How it works
Search, choose, confirm — then we brand it as yours.
Step 01
Choose
A filing, an intro meeting, or a cover type.
Step 02
Form
Sample details only — no live NTN lookup and no policy issued.
Step 03
Follow up
Live builds email the partner. This demo stays in the browser.
FilingsSample pipeline
AdvisorsIntro meetings
CoverQuote cards
ChecklistsDocs on the card
Offers
Service packs
Return season, intro plan, and cover quote — sample finance offers.
Tax
Checklist
Advice
First meeting
Insurance
Sample premium
People
Advisors
Tax, wealth, and cover desks — sample advisors. No SECP licence claimed.
Gallery
Desk stills
Tax and advice HD cards for the sample finance story.
TaxSeason
Tax pipeline
Due vs filed
WealthSample
Advice room
Quiet consult
CoverSample
Cover tiles
Quote mosaic
DocsSample
Docs desk
Checklist still
Process
Docs to done
Checklist → meeting → filing/quote — sample finance flow.
Upload checklist
Docs listed on the card. Sample only.
Advisor match
Open a profile — disclosures apply.
Meeting / quote
Intro or cover request. Not live.
File or issue path
Live desk uses licensed partners / FBR tools.
Want NodeLyte to build Wealth Advice?
This is a sample. We ship the live site on your domain — photos, copy, and colours matched to your brand.
Reviews & Testimonials
Sample feedback for layout only — not live client quotes.
4.9/5 from verified customers
Verified Buyer“Clear that it is a sample. The quote path is what we need on our domain.”
Verified Buyer“Status on the card without fake NTN numbers is how a practice site should start.”