By financial counsellors, for financial counsellors
The Statement of Financial Position,
reimagined.
We all love a good spreadsheet. Consider this the next chapter. The one where it loves you back.
One worksheet for the whole session. The client's story, their financial position, the options you weigh together, and the letters that follow. Enter it once, and it carries itself through, so you can stay present with the person in front of you, not the paperwork.
See how counsellors saved 23 minutes per session in our initial pilot.
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Like a calculator at the side of your desk
Pick it up when it's useful, leave it when it's not. And like a calculator, your client's data never leaves, it stays on the device in front of you, not on a server somewhere.
Stay in the loop, or tell us what you think
Want to stay in the loop? Leave your details and we'll keep you posted as this moves forward. We also welcome your initial thoughts on the concept, please add them below.
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Thanks for the interest. We'll be in touch as the pilot opens up.