Latest News!

The program has been approved by LPL Compliance for use by all offices. Please print out and review the LPL Compliance requirements and Tracking Number during the registration process.

Very Affordable!

• One month FREE trial
• 6 months for $40/mo
• 12 months for $30/mo (unlimited usage)

Welcome!

• This program was designed by a financial advisor with over twenty years of experience.
• It is the quickest, yet most detailed, cash flow analyzer in the business.
• You don't have to ask clients to itemize their expenses or enter them either. The program was designed to provide the maximum amount of financial information with the minimum amount of data entry.
• It is web-based so there is no downloading of software and you can prepare reports from any computer with internet access and a PDF document reader.

 Video Tutorials

"I have been able to achieve my goals with this program! I and the other advisors in my office have been using the program for over a year and our clients have given it very positive reviews. They are telling their friends about it!"