Your Complete Cash Flow and Coaching Portal
45 minute Demo
2 Minute Quick Intro
Savings & Debt Goals
Easily track client progress towards goals and tie goals to specific accounts.
Advanced Rules Engine
A highly customized rules engine for automatically categorizing transactions.
Live Budget Tracking
Get 'Real Numbers in Real Time' with our safe and secure live account data feed, powered by the latest Yodlee API.
Automated Reports
Create and send client’s personalized reports with a few mouse clicks.
