The Financial Coaching Platform for Stronger Connections
By streamlining cash flow management, financial analysis, and onboarding, you can do more of what you love: empowering clients to navigate their financial journeys with confidence.
Simple + Clean Client Dashboard
Give your eyes a break with a clear overview of your clients, with only the important bells and whistles.
Your Branding, Center Stage
At the end of the day, your coaching business is just that — your business. Our platform is here to support, not steal your thunder.
24/7 Access to Meeting History
No more scouring your memory or countless notebooks for that one thing your client said 5 meetings ago. All your meeting notes, all the time.
Detailed Comparison Table for Client Spending
Overview of client spending over time? Check. Average of client expenses? You bet. Ability to set your client’s budget? Don’t even doubt it. Fair warning: your excel sheet might get jealous.
Comprehensive Credit Profile
Stay up to date with your client’s credit card and loan balances, while keeping an eye on interest rates, credit limits, and due dates.
Transaction Aggregation
Our client cash flow management is seamless, scannable and supportive. With all client information grounded in one place, you can predict financial habits and behavior without any hair-pulling.
Holistic MoneyPlan™ for Clients
Empower your clients with an accessible and detailed MoneyPlan™ that provides actionable steps, budget information, and a financial health ratio review (to name a few).
