Turn accountability into your agency's biggest competitive edge.
Responsibly helps financial agencies drive consistent advisor performance through gamified accountability — so every agent stays motivated, on-track, and closing results.
Achievement Unlocked
Deal Closer · 10 deals this month
Leaderboard
Top performers · This week
Team XP
4,240
Goals Met
94%
Badges
12 🏅
Marcus just earned
+50 XP · Client meeting
10+
Agencies onboarded
across North America & Europe
1k+
Advisors motivated
earning XP every day
94%
Goal consistency rate
vs. 61% industry average
3.2×
Performance lift
average in first 90 days
How it works
From setup to peak performance in three steps.
Responsibly is designed to be running from day one — no long onboarding, no complex integrations.
Onboard your agency
Invite your advisors, configure KPI templates, and set up your point-scoring rules in minutes. No technical setup required — your team is ready to go same day.
Agents earn points daily
Every completed activity — client calls, meetings, deal closes, check-ins — automatically logs XP. Streaks build, badges unlock, and momentum becomes visible.
Track, compete, and improve
Leaderboards surface your top performers. Analytics flag who needs coaching. Structured check-ins keep everyone accountable — and your pipeline healthy.
Built for financial agencies
Everything your agency needs to perform at its peak.
From gamified motivation to deep compliance-ready analytics — Responsibly gives agency leaders the tools that actually move the needle.
Live Leaderboards
Real-time agent rankings with weekly resets, milestone celebrations, and team-wide visibility that drive healthy, motivating competition.
XP & Points Engine
Every client call, meeting, and closed deal earns XP. Fully customizable point rules align daily agent activity with your agency's real goals.
Consistency Streaks
Visual streak counters build daily habits that stick. Agents track their momentum and managers instantly spot who's consistent — and who needs support.
Goal & KPI Tracking
Set individual and team targets per cycle. Track revenue goals, client touchpoints, and pipeline milestones against actuals in real-time.
Agency Analytics
Comprehensive dashboards surface performance trends, pipeline health, and underperforming agents so leadership always knows where to act.
Accountability Framework
Structured check-ins, private manager notes, and escalation flows ensure no advisor falls behind and no compliance risk goes unnoticed.
Pricing
Pricing that scales with your team.
Start free and grow into enterprise-grade tools when your agency is ready. No hidden fees.
Starter
For small agencies getting started with gamified accountability.
- Up to 5 advisors
- Core leaderboards & XP
- Goal tracking
- Weekly performance reports
- Email support
Agency
For growing agencies serious about advisor performance and retention.
- Up to 25 advisors
- Custom point rules & KPIs
- Achievement badges system
- Full analytics dashboard
- Manager accountability tools
- Data export & API access
- Priority support
Enterprise
For large organizations with compliance, security, and scale requirements.
- Unlimited advisors
- SSO & advanced permissions
- Compliance-ready audit logs
- Dedicated onboarding
- Custom integrations
- SLA & dedicated support
All plans include a 14-day free trial. No credit card required to start.
Get started today
Ready to build a high-performance agency?
Join 240+ financial agencies using Responsibly to gamify accountability, retain top advisors, and grow revenue — consistently.
14-day free trial · No setup fees · Cancel anytime