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Analyze less.
Profit more.
Engage better.
Xpand clientele.

Maximize your business’ potential with our automated financial planning software: ApexMoneyPlan™

Financial Coaches spend 13+ hours on average to create a financial plan. Now you can do it instantly!

Analyze less. Profit more. Engage better. Xpand clientele.

Maximize your business’ potential with our automated financial planning software: ApexMoneyPlan™

Financial Coaches spend 13+ hours on average to create a financial plan. Now you can do it instantly!

As an early adopter, you’ll get a lifetime subscription to the ApexMoneyPlan™, including any and all future software upgrades (there’ll be a lot!)

The A.P.E.X. approach

Fisecal’s ApexMoneyPlan™ and financial tools will take your business to the next level

Analyze
Insightful info relevant to you and your client

Analyze

Insightful analytics front & center

Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.

Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.

Profit
Saving time increases Revenue & Profitability

Profit

Saving time increases Revenue & Profitability

By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.

By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.

Engage
Add more value every time you meet

Engage

Add more value every time you meet

With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.

With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.

Xpand
Attract a new client demographic

Xpand

Attract a new client demographic

Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100k and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.

Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100K, and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.

A quick & easy way to show off your financial expertize

Monthly Checkins

 Choose

Decide which software & tools are right for you or we’ll build one at no cost

Monthly Checkins

Customize

Change the design, colors, text and tone to match your brand

Monthly Checkins

Deploy

Easily display on any page in seconds; no dev team required

Automate your planning process today!