MoneyWise for Professionals

Empower Your Clients with Clarity

MoneyWise for Professionals helps financial advisors, coaches, and planners gain real-time access to their clients' financial data. Streamline communication, track goals, and support better financial decisions — all in one platform.

Tools for pros, of all kinds

Get full view of your clients accounts.
Make recommendations based on actual habits and numbers.
Use real-time data to help clients course correct.

Help your clients see money differently

See actual client spending instead of estimated spending
Categorize spending and create budgets that work in real life
Get client's fixed spending under control with the bills calendar

No more asking for receipts

See actual client spending instead of estimated spending
Tag expenses that are tax deductible
Know how everything fits together when filing taxes

Estate planning made easier

Quickly assess the size and complexity of any estate
See every account and update recommendations as clients’ needs change

Start Using MoneyWise for Professionals

Improve your workflow and empower your clients to reach their financial goals.

Get Started as a Professional