Provide a higher level of service to clients with minimal effort
Spend more time helping clients by importing their balance sheet and cash flow statements based on their account info.
Onboard Clients Faster
No more chasing clients for statements. No more incomplete account information. Clients can securely connect their financial accounts from their phone and share them with you in minutes.
Build your business faster than ever before
With Less Effort
Monitor the most meaningful client actions straight from the desktop app. View client activity, schedule appointments, create tasks for your team and connect with other professionals all from the secure portal.
Let clients show you what they want to see
Using Custom Scenarios
Scenarios allow your clients to:
$1 / Month
$15.97 / Client
Try 1 Client Free
$60 / Month
$12.97 / Client
Includes 10 Households Monthly