NewThe Wealth Builder Kit for smart investors

The complete solutionfor building your wealth

Plan, Track, and Grow Your Financial Future – Smarter Than Ever. Designed for Individuals, Families, and Small Businesses.

Smart Portfolio Management

Intuitive Dashboard

Get a comprehensive view of your entire portfolio. Monitor performance, track metrics, and make informed decisions with our intuitive dashboard.

Portfolio Dashboard
Financial Management

Cash Flow Manager

Track your income, expenses, and cash flows across all your properties. Generate reports, forecasts, and optimize your financial performance.

Cash Flow Management
Advanced Analytics

Leverage Analyzer

Track and optimize your portfolio's leverage ratios, analyze risk metrics, and make data-driven investment decisions with our advanced analytics platform.

Leverage Analysis Dashboard
Property Management

Property Portfolio Manager

Manage your property portfolio efficiently. Track property performance, run scenario analysis, and optimize your property investments with ease.

Property Portfolio Dashboard

Start for freeNo credit card required.

Fair pricing for all types of entities

Get started on our free plan and upgrade when you're ready.

Value
Starter
The perfect plan to get started
$9.99per month
Billed monthly
  • Cash Flow Tracking & Reporting
  • Cash Flow Auto-Reconciliation
  • Leverage Tracker
Popular
Pro
The perfect plan for professionals
$19.99per month
Billed monthly
  • Cash Flow Tracking & Reporting
  • Cash Flow Auto-Reconciliation
  • Cash Flow Forecasting
  • Property Portfolio Manager
  • Leverage Tracker
Enterprise
The perfect plan for enterprises
$29.99per month
Billed monthly
  • Cash Flow Tracking & Reporting
  • Cash Flow Auto-Reconciliation
  • Cash Flow Forecasting
  • Property Portfolio Manager
  • Leverage Tracker
  • Balance Sheet Reporting