Free To Download
Same app. Different login.
Whether you're an advisor kicking the tires, or a client your advisor sent here — same download. Advisors sign in and run their practice. Clients sign in and finally see their plan. Under 10 minutes either way, and free for clients.
iPhone & iPad
Free for clients. No catch, no trial, no card.
See your plan the moment your advisor updates it
Budget, Payday Planner & Cashflow Calendar — all included
Push notifications so nothing slips
Android
Free for clients. No catch, no trial, no card.
See your plan the moment your advisor updates it
Budget, Payday Planner & Cashflow Calendar — all included
Push notifications so nothing slips
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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 management dashboard. One app does all of it — and replaces the five you're currently juggling.