Sequence for Advisors:
Automate Your Client Cashflow and Scale
The only platform that automatically moves client cash from low-yield accounts into investments, debt payoff, and savings. Watch your AUM grow as clients money to work.
When great advice doesn’t lead to action
Inconsistent
Your clients get great financial advice but struggle to follow through consistently
Manual
Manual cash flow management takes 2-3 hours per week of your (or your clients) valuable time.
No Growth
Clients save less than they could, meaning less AUM growth for your practice.
Not Personal
You can’t scale personalized cash flow advice without burning out.
Introducing:
Sequence for Advisors.
Sequence isn’t another budgeting app. It’s intelligent automation that executes your cash flow recommendations automatically.
Set up smart rules based on your financial plan (takes 10 minutes)
Rules execute automatically every time money hits their account
Watch savings grow while you capture the AUM upside
Scale smarter with automated cash flow
Finally, a cash flow management platform that doesn’t just track money—it automatically moves it. Help your clients save $500-$10K+ more per month while you capture that growth as new AUM.
Increase client savings by an average of $1000+ per month
Capture new AUM and organic growth from automated savings and investments
Scale your practice without hiring more staff
Improve client retention through visible, automated progress
The Numbers Don’t Lie: Sequence Drives Measurable Results
23%
monthly revenue growth
by cash flow management
2-3
hours/week
saved on manual financial tasks
$600
/ month
saved from expense audits
$5K
more invested monthly by business owner clients
Everything You Need To Scale Cash Flow Advice
Advisor Dashboard
Monitor all client accounts from
one view.
Pre-Built Templates
Quick setup for common financial scenarios.
Smart Automation Rules
Set conditions and actions that execute automatically.
White-Glove Support
Dedicated support for both you and your clients.
Compliance Ready
All banking regulations and security protocols met.
Spending Analytics.
Get alerts for income changes and planning opportunities.
Execute your clients financial strategy with ease
Browse our template selection and dive right in. Nothing’s easier.
What our users have to say
Questions?
We have the answers.
Unlike budgeting apps that just track spending, Sequence actually moves money automatically based on rules you set up. It executes your financial recommendations, rather than just monitoring them.
Sequence uses secure, encrypted infrastructure and follows strict industry standards to protect your data.
We never block payments, so there’s no need to worry! If you go over your monthly transfer limit, you’ll simply pay $0.50 for each extra external transfer. Moving money between your Sequence pods is always free.
Most clients see improved savings within their first paycheck cycle (typically 2 weeks). The automation starts working immediately after setup.
The advisor dashboard is intuitive and requires minimal training. Most advisors are fully comfortable within their first week.
In our consumer product, we maintain 90%+ engagement rates. Plus, every account comes with a 30-day money-back guarantee.
You can either include the cost in your advisory fee or have clients pay directly. Many advisors do both depending on the client relationship.