Goals-based plans your clients understand, in a fraction of the time.
Capture what each client wants, draft an allocation for every goal and get their approval on the exact proposal they saw. The routine work runs on its own, so you can spend your time on the conversation.
IntakeGoals, horizon and how they feel about risk, in their words.
Proposal: RetirementYour allocation, checked against your firm’s playbook.
Client approvalApproved on their phone, for exactly the proposal they saw.
Client summaryKept on record, unchanged, for your next review.
Built around your client’s goals.
Client intake
Goals, time horizon and how your client feels about risk, captured in plain language.
Proposals named by goal
Retirement, Grow family net worth, Education, Buy a home. Your clients see their goal, not a model number.
Approvals on the exact proposal
Clients approve on their phone, and the approval is tied to the version they saw.
Client summaries on record
Every summary is kept unchanged, so your next review starts from what was agreed.
Rebalancing inside limits
When markets move, plans are brought back on track within your firm’s playbook.
What-if outlook
Show how years invested and years left change the range of outcomes.
Current and proposed, side by side
Show your client today’s allocation next to the proposal, so the change is easy to see.
Central oversight
Every proposal is checked against your firm’s playbook before it reaches your client. See the checks →
Clear enough for a family, complete enough for you.
The client portal gives each household one place for their plan, your notes and anything that needs their approval, on any device.
Progress toward each goal
How far along each goal is, in plain numbers, with the date of your next review.
Your notes
A short note from you whenever something changes, so they always know why.
E-approvals
Proposals to approve, signed on their phone in a minute.
Documents
Statements and tax documents, ready when they are.
Private market holdings
NAV and performance for any feeder fund holdings, next to the rest of their plan.
Reviews
Upcoming review meetings with you, with what you’ll cover.
Try every flow before you bring a single client.
The alpha runs on sample clients, so you can explore intake, proposals and approvals without real client data. We work closely with each firm and build from what you tell us.
- A small group of advisory firms
- Sample clients and sample data throughout
- Direct line to the people building it: tell us what would save you the most time
Available in the alpha today: client intake, Shape your plan, proposals by goal, current and proposed side by side, client approvals, central oversight checks and the what-if outlook.
Shape the product with us.
Apply for the alpha and tell us how your practice works.