Elements
Client financial vitals dashboard with automated scoring & visualizations.
Overview
Financial vitals dashboard for advisors. Tracks key client metrics (savings rate, debt ratio, net worth trajectory) with automated scoring and client-facing visualizations.
Key Features
- Financial vitals scoring
- Savings rate tracking
- Debt-to-income monitoring
- Net worth trajectory
- Client-facing dashboard
- Automated alerts
Integrations
PlaidYodleeOrioneMoneyRightCapitalWealthbox
Details
- Platforms
- Web, Mobile App, API
- Target Users
- RIAs, Financial Planners, Coaches, Wellness Programs
- Pricing Model
- Subscription
- Starting Price
- USD 99/mo
- Full Pricing Details
- From $99/mo per advisor
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