ReferralSafe is a financial-advisor-focused software brand designed to help firms turn client feedback into practical referral-building actions. Its lightweight desktop app runs on Mac and PC, accepts an Excel file containing Net Promoter Score (NPS) data, and creates a scorecard showing client scores, referral potential, and suggested next steps. Personalized skills popups and action content help advisors guide client conversations and strengthen opportunities for organic growth.

The product is designed for simple setup: users add their NPS data and generate a scorecard in seconds. ReferralSafe emphasizes privacy through self-hosted operation, no required internet connection or API costs, and a design in which data stays on the user’s computer and personal information is not stored. The offering also includes a knowledge base with 25 financial-advisor microlessons, a referral playbook, and tools intended to support end-client and centers-of-influence referrals. ReferralSafe presents its workflow in three stages: upload NPS data, review insights and recommended actions, then apply them in conversations.