The First Financial Software Dedicated To Client Cash Flow Management
(And the first that actually gets transaction categorization correct)
What makes MoneyCoach different?
$15 per client per month*
- Manage all of your clients in one place
- Client portal with access to expense tracking and reporting
- View and track your client's entire cash flow in one place
- Securely share and store account statements and other key client documents in an encrypted vault
- Run advanced reports, and email them to clients with a few clicks
- Easy client touchpoints with automated weekly and monthly client reports
- Daily updates of linked accounts' balances and transactions
- Customizable rules-based auto transaction categorization
- Take notes and communicate with clients on individual transactions
- Add tags and attach receipts directly to transactions
- Track net worth, cash flow, budget, and goals
- Free training, tutorials, and email support
* $75 Minimum Starter Account access fee; includes first 5 client accounts at no additional cost.
For the same $15 per client per month*
Once you have 10 clients (or if you're starting with 10 or more clients), we'll add the following benefits:
- Branded URL and website
- Branded emails and reports
- Ability to add multiple advisors/coaches
* $150 Minimum Business Account access fee; includes first 10 client accounts at no additional cost.
The First Financial Software Dedicated To Client Cash Flow Management
(And the first that actually gets transaction categorization correct)
What makes MoneyCoach different?
$15 per client per month*
- Manage all your clients in one place
- Client portal with access to expense tracking and reporting
- View and track your client's entire cash flow in one place
- Securely share and store client account statements and other key client documents in an encrypted vault
- Run advanced reports, and email them to clients with a few clicks
- Easy client touchpoints with automated weekly and monthly client reports
- Daily updates of linked accounts' balances and transactions
- Customizable rules-based auto transaction categorization
- Take notes and communicate with clients on individual transactions
- Add tags and attach receipts directly to transactions
- Track net worth, cash flow, budget, and goals
- Free training, tutorials and email support
* $75 Minimum Starter Account access fee; includes first 5 client accounts at no additional cost
For the same $15 per client per month*
Once you have 10 clients (or if you're starting with 10 or more clients), we'll add the following benefits:
- Branded URL and website
- Branded emails and reports
- Ability to add multiple advisors/coaches
* $150 Minimum Business Account access fee; includes first 10 client accounts at no additional cost
