Spend more time helping clients by importing their balance sheet and cash flow statements based on their account info.
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.
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.
Scenarios allow your clients to:
$1 / Month
$15.97 / Client
Try 1 Client Free
$60 / Month
$12.97 / Client
Includes 10 Households Monthly