Pricing to fit your budget.

Quality financial planning software that won't break the bank.

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CLASSIC
$99.99/mo.
$999/year

Features:

Client onboarding

Balance Sheet

Cash flow analysis

Lifetime income projection

Emergency fund breakdown

Retirement planning

Financial Independence Number (FIN)

Education planning

Investment planning

Insurance planning

Debt elimination report

Detailed expense report (budgeting)

Financial Professionals and client dashboards

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ADVANCED / MOST POPULAR
$114.99/mo.
$1,200/year

Classic features, plus:

Automated data aggregation

Custom branding on reports

Tax planning

Detailed action plan workflows

Secured vault

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Simplify your financial planning. Or don't. We think you're going to like it, though.