Professional 21-Day Free Trial
Professional
Personal finance software that offers goal planning, budgeting tools, and investment tracking using an incredibly comprehensive, organized, and cloud-based format.
Comprehensive Professional Platform: Manage your entire client base and practice operations within a single, integrated system.
Seamless Client Onboarding & Collaboration: Easily add and manage unlimited clients. Provide each client with their own full-access account, fostering collaboration and transparency.
Advanced Client Goal Planning & Forecasting: Utilize powerful tools to model complex financial scenarios for your clients.
Intuitive Professional Workflow: Streamline your advisory process with a linear layout and comprehensive dashboard for all client data (goals, assets, liabilities, etc.).
Integrated Bank Connections: Optional bank linking for streamlined data aggregation across all client accounts (limited to one Refresh per day, per client)
Uncompromising Data Privacy & Security: Protect all client data with 2FA, advanced encryption, and strict privacy policies; your client's information is never sold.
Google Services Integration: Sync with Google Calendar, Contacts, and Notes for enhanced practice management and client scheduling.
Customizable & Branded Client Reports: Generate professional, white-labeled reports that showcase your firm's brand and simplify complex financial data for clients. COMING SOON
$99.95
/month, after trial
Consumer 21-Day Free Trial
Consumer
Personal finance software that offers goal planning, budgeting tools, and investment tracking using an incredibly comprehensive, organized, and cloud-based format.
Comprehensive Financial Hub: Organize all your finances in one place – assets, liabilities, income, budget, and more.
Intuitive Goal Planning: Plan and track progress towards your financial goals, like retirement, debt freedom, and major purchases.
Robust Forecasting: See how different decisions impact your financial future with powerful calculation tools.
Budgeting & Cash Flow Management: Gain clear insights into your spending and optimize your cash flow.
Investment Tracking: Monitor your investments and track performance over time.
Bank Connection (Optional): Link your accounts for automatic data import (may incur extra charge).
High-Level Security: Benefit from 2FA authentication, advanced encryption, and strict data privacy (your data is never sold).
Unlimited Trusted Connections: Securely share view-only access with a spouse, family member, or trusted advisor (e.g., your CPA).
Google Services Integration: Sync with Google Calendar, Contacts, and Notes for personal organization.
$9.95
/month, after trial