Sequence for Advisors:
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.
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Sequence isn't another budgeting app. It's intelligent automation that executes your cash flow recommendations automatically.
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.
Monitor all client accounts from one view.
Quick setup for common financial scenarios.
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Set conditions and actions that execute automatically.
Dedicated support for both you and your clients.
All banking regulations and security protocols met.
Get alerts for income changes and planning opportunities.
Browse our template selection and dive right in. Nothing’s easier.
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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.
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