Want to offer more to your clients? Our financial service network is looking for coaches, consultants, brokers, lenders, etc. Any company that helps their clients with a financial matter is eligible to apply to join our network.
Using our networking software, you can manage client lists, build long term relationships, and get access to our automatic two-way referral network that includes referral payments. The only thing you do is introduce them to our personal finance software and we take it from there!
For your clients, we offer fully customizable personal finance management software built specifically to help them eliminate debt, build wealth, and create financial opportunities. When they need a financial service, we refer them to trusted companies in our network.
The pieces are still coming together and everything will be ready soon. If you are interested in learning more, leave your email below to get more information.
We are taking all the work out of managing your finances. Using our software, you get a total picture of your current financial situation, a clear path to where you want to go and the resources you need to get there!
If you would like an early look at what we are building, enter your email below.