FinPro brings together your assets, debts, income, expenses, and investments into a single, intelligent platform. Connect your accounts, track your net worth, build budgets, and plan your path to financial freedom.
Total Assets
$827K
+4.2%
Liabilities
$438K
-1.8%
Net Worth
$389K
+8.6%
Cash Flow
+$3.2K
+12%
Net Worth Trend
Asset Allocation
Trusted by households and financial advisors across the country
Features
A complete toolkit for tracking, planning, and growing your wealth.
See your complete financial picture at a glance. Track total assets, liabilities, net worth, income, expenses, and cash flow with real-time KPIs and trend charts.
Track every asset you own — real estate, vehicles, retirement accounts, investments, crypto, and more. Full value history with change tracking and document attachments.
Monitor mortgages, student loans, credit cards, and all other debts. Track balances, interest rates, and payment history in one place.
Connect your bank accounts, credit cards, and investment accounts via Plaid. Balances sync automatically — no more manual data entry.
Create budgets linked to your real bank transactions. Auto-categorize spending, track budget vs. actual, and visualize spending trends over time.
Get personalized recommendations on whether Avalanche or Snowball strategy saves you more. Model extra payments and see exactly when you'll be debt-free.
Interactive Sankey diagrams show exactly where your money flows — from income sources through expense categories to savings or shortfall.
Keep all your policies organized — life, health, auto, home, disability, and umbrella. Track premiums, coverage amounts, and renewal dates.
Generate a Personal Financial Statement (PFS) pre-filled with your data. Download a professional PDF ready for lenders, advisors, or personal records.
Three simple steps to financial clarity.
Sign up and set up your household profile. Add your spouse, dependents, and financial goals during our guided onboarding.
Securely link your bank accounts, credit cards, and investment accounts. FinPro automatically syncs balances and transactions.
Your dashboard populates instantly with net worth, cash flow, budgets, and actionable insights. Stay on top of your finances effortlessly.
FinPro gives financial advisors and wealth management firms a dedicated portal to view every client household's complete financial picture. No more chasing spreadsheets or waiting for clients to gather documents.
Learn More About FinPro for AdvisorsSee each client's net worth, assets, debts, income, and expenses in real-time
Organize your firm with teams, assign advisors to households, and track portfolio coverage
Seat-based contracts with auto-renewal, usage tracking, and organization-level invoicing
KPIs per advisor: total households, assets under management, portfolio performance
Invite clients via email; they onboard themselves and link their own accounts
Your data, protected.
Sensitive data like credentials, account tokens, and personal identifiers are encrypted at rest using AES-256 encryption.
We use Plaid's OAuth integration — FinPro never sees or stores your bank login credentials.
Granular permissions ensure each user only sees what they're authorized to access. Advisors get read-only views; household owners retain full control.
Configurable login attempt limits, automatic account lockout, email verification, and secure token-based password reset.
Start with a 14-day free trial. No credit card required to explore.
Billed at $100/year
Tailored to your firm
Join thousands of households and financial professionals using FinPro to track, plan, and grow their wealth.
No credit card required