The Personal Financial Index® (PFI) is free for consumers. Financial advisers use the PFI for educating prospective clients while corporate employers use it as a powerful employee benefits service and for Department of Labor compliance (ERISA). They have the ability to have it installed on their websites or employee benefits portal. This software product has been reviewed by FINRA for consumer education. This software is automatically integrated with our advanced financial planning software ( Wealth Planner™ ). It also has integrations with 3rd party software applications e.g. CRM systems.