For independent financial advisors
See the gap. Show the gap. Close the gap.
gapscope turns a single fact-finder into a board-ready, illustrated plan covering disability, life, long-term care and annuities — so your client sees exactly what’s exposed and what closes it, in one ninety-minute meeting.
How gapscope works
One workflow. Three moves.
From first handshake to underwriting handoff, gapscope keeps you in one tool instead of jumping between fact finder, planner, illustration software and PDF stitcher.
See the gap
Capture a real picture of the household in twelve minutes — incomes, balances, kids, in-force coverage.
- Single fact finder
- Live exposure scoring
- No spreadsheet wrangling
Show the gap
Illustrated metaphors your clients actually feel — the umbrella, the bucket, the runway — backed by their numbers.
- 25 narrative slides
- Real numbers, not generic copy
- Built for the 90-minute meeting
Close the gap
One-click handoff: a print-ready PDF for the kitchen table and a structured packet for underwriting.
- Branded PDF in one click
- Multi-product (DI + Life + LTC + Annuity)
- App-ready data for underwriting
How we compare
The shortcut between fact finder and handoff.
Planners are great at projections. Product platforms are great at illustrations. gapscope is the one tool built for the meeting where the client decides.
Multi-product (DI + Life + LTC + Annuity)
Cover all four protection products from one fact finder.
- gapscope
- Yes
- OneProtection
- Life + DI only
- MoneyGuidePro
- Planning only — no product layer
Illustrated metaphors
The umbrella, the bucket, the runway — clients feel the gap.
- gapscope
- Yes
- OneProtection
- Not supported
- MoneyGuidePro
- Charts only, no narrative slides
Print-ready handoff
One-click branded PDF + structured app data for underwriting.
- gapscope
- Yes
- OneProtection
- Generic PDF export
- MoneyGuidePro
- Not supported
Setup time
From sign-up to first client meeting.
- gapscope
- Under 15 min
- OneProtection
- ~2 weeks
- MoneyGuidePro
- ~30 days + training
Price
Per-advisor, per-month, no per-case fees.
- gapscope
- $79 / mo
- OneProtection
- $199 / mo + case fees
- MoneyGuidePro
- $1,495 / yr
Competitor data based on public pricing and feature pages as of May 2026. OneProtection and MoneyGuidePro are trademarks of their respective owners.
See gapscope on your next meeting.
Jump into the demo or grab fifteen minutes with us and we’ll walk a sample household end-to-end — fact finder through underwriting packet.
Or email hello@gapscope.io — we usually reply same day.