iPhone & iPad
Download for iOS
- Free for clients. No catch, no trial, no card.
- Live updates. See your plan the moment your advisor changes it.
- Full budgeting suite. Budget, Payday Planner & Cashflow Calendar included.
- Push notifications so nothing slips through the cracks.
Android
Get it on Android
- Free for clients. No catch, no trial, no card.
- Live updates. See your plan the moment your advisor changes it.
- Full budgeting suite. Budget, Payday Planner & Cashflow Calendar included.
- Push notifications so nothing slips through the cracks.
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Advisor? You’re in the right place.
Same download above, different login. Sign in with your advisor account and the app unlocks the plan builder, mostly-auto compliance docs, per-client budget controls, and the full client dashboard. One app does all of it — and replaces the five you’re currently juggling.