ADVISOR PORTALKnow how your client’s income is built
before the next meeting.
RunPayway™ gives every client a standardized income structure score. Score, top risk, and meeting-ready talking points — in under two minutes.
View Pricing →Three steps. Under two minutes.
No documents. No client login. Nothing to install.
Add a client
Enter their name and industry. That’s all you need to start.
Evaluate income structure
Four classification fields and six structural factors. No documents or client presence required.
Get the result
Score, band, top risk, and talking points appear instantly. Assessment is permanently recorded on the client card.
What every assessment produces
The same four outputs, every time. Consistent enough to compare across your book.
Income Stability Score™
0–100 standardized score based on six structural factors. Same inputs, same result, every time.
Stability Band
Limited, Developing, Established, or High Stability. Instantly classifies where your client stands relative to their income type.
Top Structural Risk
The single biggest factor limiting your client’s income stability — concentration, labor dependence, visibility, or variability.
Meeting-Ready Talking Points
Industry-specific conversation guidance based on your client’s actual score and risk profile. Ready before you walk in.
Simple pricing. No per-report fees.
Assessments and all advisor tools are included in every plan. Pay for your tier, not each report.
Starter
billed $249/quarter
15 assessments / quarter
Solo advisors adding income structure to their client process.
- Income Stability Score™™ per client
- Stability band + top structural risk
- Meeting prep talking points
- Book-level analytics dashboard
- Client notes + assessment history
Professional
billed monthly
50 assessments / month
Growing practices assessing clients regularly across a full book.
- Everything in Starter
- 50 assessments per month
- Advanced practice analytics
- Client income trend reporting
- Priority support
- Quarterly usage review
Enterprise
billed monthly per seat
Unlimited assessments
RIAs, broker-dealers, and firms standardizing income risk across teams.
- Everything in Professional
- Unlimited assessments per seat
- Multi-advisor seat management
- White-label PDF reporting
- Dedicated onboarding + SLA
- Custom contract available
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