Quick Access to Your Financial Data
All Your Client Logins, in One Place
As a busy mental health professional, we know your time is precious. We’ve made sure all your client logins are in one place, giving you instant access to your financial details whenever you need them.
Your Finances, at Your Fingertips
Your Financial Planning Software
Whether it’s day or night, easily access your financial information whenever it works for you. We make it simple to stay on track.
Personal & Business Financial Dashboard
Connect bank accounts, loans, credit cards, and more—view real-time balances, spending, and budgets in one secure portal.
Investment Management Dashboard
View all investment and retirement accounts, track real-time balances and performance & see your portfolio's details.