Buy

Includes:

  • 2 Users
  • Auto-mapping current accounts
  • Leading indicators and multiple lines of business
  • Track goals by lines of business
  • Automated financial trends
  • Predictive forecasts by lines of business
  • View industry benchmarks by lines of business
  • Upload financials from any accounting system
  • See key ratios and trends
  • Detailed expense trend analysis
  • Cash and other account balances trend analysis
  • Staff contribution trend analysis

ADVISOR PACKAGE ALSO INCLUDES: 

  • Initial basic setup by phone
  • Personalized setup and mapping with advisor
  • Share your dashboard with your advisor to discuss trends      

Services may range from remote consultations to full-service options   

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