Balance for Advisors
Empower your clients with comprehensive financial visibility. Provide better advice, build stronger relationships, and grow your practice with Balance.
Coming soon. Get early access to Balance for Advisors when it launches.
Client Financial Overview
Get a complete picture of your clients' financial health at a glance. View all accounts, investments, and transactions in one unified dashboard. Understand their complete financial picture to provide more accurate and personalized advice.
Portfolio & Investment Tracking
Monitor client investment accounts alongside their banking and spending data. Track portfolio performance, asset allocation, and investment trends. See how investments fit into their overall financial strategy.
Custom Reporting & Insights
Generate professional financial reports for client meetings and reviews. Export comprehensive summaries that highlight key metrics, trends, and recommendations. Present data in a clear, actionable format.
Multi-Client Management
Manage multiple clients efficiently with a streamlined interface. Switch between client views seamlessly, compare financial patterns across your client base, and scale your advisory practice.