Get joint access to the household finance app your clients already like using. Collaborate for free, or cover their subscription — no minimums, no annual lock-in.
Create your advisor accountSync their accounts, set a budget, forecast the goals, and stop asking for statements. You each get your own login and one shared view of the household.
Connect every bank your client uses and pull balances and transactions in without a single CSV.
Bring holdings together from every broker so you can read the allocation in one place.
Know what actually gets set aside each month, so the plan you write is the plan they can keep.
All their spending across all their accounts in a single unified feed you can actually search.
Share access with clients and their partner, so nobody is working from a screenshot.
Push clean transaction data to CSV whenever your planning software wants the raw numbers.
“Genuinely a different job now. I work deep in my clients' finances and this is the best thing that could have happened to my practice.”
Get joint access to the household finance app your clients already like using. Collaborate for free, or cover their subscription — no minimums, no annual lock-in.
Create your advisor account