Advisor Gallery

Get inspired by fellow advisors most common maps and utilize them for your own clients.

🐷
Savings
Automated paycheck
Put away a possible for now percentage of your paycheck
As you become more able, you can inch that percentage forward.
☔️
Savings
$1000 Rainy day fund
Create a rule to save money for an unexpected and lower-cost expenses.
Once you've reached a desired amount - new funds will not be routed to this fund.
🍰
Budgetings
The 50/20/30
Allocate your income in 3 buckets: needs, wants and savings.
Set and adjust when needed the % split between them.
💰
Savings
High yield savings
Maximize your savings by moving your money automatically.
Set an annual limit to satisfy your Saving account yield terms.
🏦
Budgetings
Sweep account - LOC
Automate your checking and credit accounts movements
Makes sure to reduce the interest as loans paid on time
Moves to the checking account to pay bills on time
👵🏻
Debt
The 4% rule
Automate retirement savings at 4% suggested rule
Calculate your annual expenses and save 25 times more at your retirement savings
⛄️
Debt
Snowball debt
Allocate the maximum affordable amount to the smallest debt.
Once the smallest debt is settled, roll the freed-up payment into the next-smallest debt.
💸
Business
Profit first
Business and personal bookkeeping targets profits.
Prioritise profits before dealing with operating expenses.
See what's left over after you pay everything else.

Share your ideas

Share your maps with your clients to help them automate and manage their cash flow.

Financial Advisors

Simple, transparent pricing that fit your needs. No commissions, no extra fees.
Monthly
Annually (Save 20%)

Second Tranche 30 clients

$9.00

Per month, billed annually.

Take your financial management to the next level, with smart rules and partner collaboration.

Unlimited Sequences

Sequence is a connection between a Port (e.g salary) and an account (e.g checking)

Co-Pilot Function
Business beneficiaries
Up to 100 transfers per month
Conditional logic (IF statements)
Direct-deposit coded transfers
Get paid up to 2 days early
Sign up

First Tranche 30 clients

$10.00

Per month, billed annually.

Take your financial management to the next level, with smart rules and partner collaboration.

Unlimited Sequences

Sequence is a connection between a Port (e.g salary) and an account (e.g checking)

Co-Pilot Function
Business beneficiaries
Up to 100 transfers per month
Conditional logic (IF statements)
Direct-deposit coded transfers
Get paid up to 2 days early
Sign up

Third Tranche 60+ clients

$8.00

Per month, billed annually.

Take your financial management to the next level, with smart rules and partner collaboration.

Unlimited Sequences

Sequence is a connection between a Port (e.g salary) and an account (e.g checking)

Co-Pilot Function
Business beneficiaries
Up to 100 transfers per month
Conditional logic (IF statements)
Direct-deposit coded transfers
Get paid up to 2 days early
Sign up

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