Help your clients' finances bloom
Modern cashflow planning that's actually enjoyable to use. Onboard clients in minutes, model their financial future, and deliver stunning visual reports.
Client Onboarding
Digital fact find that clients actually enjoy filling in. Simple by default, detailed when you need it.
Cashflow Modelling
Deterministic and stochastic projections. Tweak assumptions with sliders and watch the future update in real-time.
AI Portfolio Suggestions
Risk profiling meets AI. Personalised portfolio allocations your clients can model in their cashflow plan.
Scenario Comparison
Compare up to 4 scenarios side by side. Retire at 55 or 65? Extra pension contributions? See the impact instantly.
Branded PDF Reports
Generate beautiful, branded reports with your firm's logo and colours. Professional output in one click.
Simple, transparent pricing
Start free for 14 days. No credit card required. Cancel anytime.
Starter
For solo advisers
- ✓ Up to 25 clients
- ✓ Cashflow modelling
- ✓ Financial calculators
- ✓ 5 PDF reports/month
Professional
For growing practices
- ✓ Up to 100 clients
- ✓ AI portfolio suggestions
- ✓ Monte Carlo simulations
- ✓ Unlimited PDF reports
- ✓ Firm branding
Enterprise
For established IFA firms
- ✓ Unlimited clients
- ✓ Unlimited advisers
- ✓ White-label portal
- ✓ API access & SSO
Trusted by financial advisers worldwide
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