Palnu is the all-in-one platform for financial advisors to collect feedback, gather testimonials, and grow through referrals.
Built to connect. Advisor and client, linked by trust.
Take your time back. Palnu's platform improves your client experience and fosters new relationships, with just a few clicks. From meeting follow-ups to quarterly reviews, your feedback process runs itself.
Create and send branded feedback forms in minutes, no coding or design experience required. Customize questions, add your logo, and schedule delivery so it happens automatically after every client interaction.
Learn moreThe Palnu Advisor Dashboard gives you a clear overview of your client feedback data. Track your NPS, CSAT, and CES to automatically generate insights into your clients' experiences, making it easy to understand and act on their feedback.
See the dashboardThe Palnu Testimonials Dashboard stores all client endorsements, making it easier to leverage testimonials across marketing materials and build credibility with prospects. Use social proof to grow your practice.
Explore testimonials| Client | Status | |
|---|---|---|
PB Phoenix Baker | phoenix@email.com | Positive |
LS Lana Steiner | lana@email.com | Positive |
DW Demi Wilkinson | demi@email.com | Positive |
CW Candice Wu | candice@email.com | Positive |
NC Natali Craig | natali@email.com | Positive |
Track team performance at a glance. Palnu's admin dashboard empowers managers to analyze trends across their team of advisors. Rank, sort, and review, all in one centralized location.
See how every advisor on your team is performing at a glance. Track ability, confidence, and satisfaction scores to identify top performers and areas for coaching, all updated in real time as client feedback comes in.
Learn more| Advisor | Ability | Conf. | Satisf. |
|---|---|---|---|
PB Phoenix Baker | 10 | 9 | 10 |
LS Lana Steiner | 9.4 | 8 | 9.6 |
DW Demi Wilkinson | 7.8 | 7.8 | 9.4 |
CW Candice Wu | 9.4 | 9.4 | 9.4 |
Palnu syncs client records, advisor assignments, and feedback events with the CRMs, portfolio systems, and planning tools your team already runs on. No dual entry, no broken workflows.
Solid dot, available today. Dim dot, on the roadmap. Need something not listed? Tell us what to build next.
Built different. Unlike generic survey tools, Palnu is purpose-built for financial advisory firms. Customizable forms, instant delivery, time-saving automation, actionable insights, and bank-grade security, all in one place.
Personalize forms with your branding. Create, edit, and tailor templates to match your firm's brand, or let us do it for you.
Send forms or share a unique link. Get client testimonials and referrals in a matter of clicks, no more copy/pasting emails.
Automate form delivery and trend analysis. Focus on what matters most, your clients, and dedicate time to meaningful interactions.
Gain valuable insights from client responses with robust analytics dashboards. Make data-driven decisions that elevate your services.
Dive into your NPS, CSAT, and CES scores to easily measure firm and advisor improvement over time with clear visualizations.
Rest easy knowing your data is protected by industry standard security measures. Palnu ensures the safety of your information at all times.
The SEC Marketing Rule and FINRA Rule 2210 disclosure requirements are built into every form, dashboard, and audit trail. Your compliance officers review less, your advisors ship faster, and every testimonial comes exam-ready.
Every testimonial form automatically captures whether the respondent is a current client, whether compensation was provided, and any material conflicts of interest. Disclosures attach to the testimonial and travel with it wherever it is used.
SEC Rule 206(4)-1Route every testimonial, endorsement, and marketing asset through a role-based approval chain. Compliance officers review, annotate, and approve before anything is shared externally, with a full history of who changed what and when.
FINRA Rule 2210Immutable records of every form sent, response received, approval granted, and asset published. Retention meets the five-year requirement out of the box, with one-click export for regulator exams and internal audits.
SEC Rule 204-2 · FINRA Rule 4511AES-256-GCM encryption at rest, TLS 1.3 in transit, single sign-on, and granular role-based access controls. Client PII stays isolated, with regional data residency available for firms that need it. SOC 2 Type II audit targeted for Q4 2026.
SOC 2-ready · GDPR · CCPAYour advisors shouldn't have to chase compliance for six weeks to try a new tool. Palnu ships with a pre-filled vendor due diligence packet your BD's home office can review in a single sitting. Hand it to your OSJ or compliance lead and skip the back-and-forth.
Request the BD vendor packetEvery Palnu deployment is scoped with a wealth-management compliance specialist. Pricing depends on advisor seat count, firm type, and which integrations and disclosure workflows you need.