Turnkey
Cash Flow
Management.
Cash Flow
Management.
Our tool helps you save time AND grow your business.
WHY US
Maximize your client’s every dollar.
The majority of people struggle with the basics; being cash flow positive, help them build that strong foundation.
Simple
Budgets are outdated. Deliver cash flow advice that your clients can understand.
Model
Work side by side with your clients to understand the financial impact their decisions have on their plans.
Automate
Let our AI deal with updating the numbers, so you can focus on the relationship.
ADDITIONAL BENEFITS
Make it easier on yourself.
Digital Onboarding - Easy to use interface allowing you to onboard clients quickly, including allowing them to enter their own data.
Access - Clients can access their data both via their client portal and mobile app.
Increase Your Reach - Publish articles and tips for all SpendCapital users to see.
Lead Generator - SpendCapital users will have the ability to connect with advisors, those seeking higher levels of help.
CONNECT
Empower your clients
Give your clients a smart technology to manage their cashflow. Our platform enables your clients to see where every dollar should be allocated, helping them make smart financial decisions alongside your guidance.
PRICING
Ready to deliver a whole new kind of experience?
Take advantage before your competitor does.
Advisor
$
39/ per month
Entreprise & API
Contact Sales Directly