The practice management platform built for independent financial professionals. Assign tasks, collect documents, monitor client's finances, and stay connected — all from one workspace.
No credit card required • Set up in minutes
Manage your client relationships
Sarah Johnson
4 accounts · $194,681 · 2 tasks pending
Michael Chen
3 accounts · $226,480 · Documents requested
No complex setup. No long onboarding. Just a smarter way to work with your clients.
Send a secure invitation. Once accepted, your client's financial data becomes visible in your professional dashboard.Send a secure invitation and collect the information you need through customizable forms. Once your client accepts, their financial data and completed onboarding information become available in your professional dashboard.
Assign tasks, collect documents, monitor progress, and stay in sync — all within one shared workspace.
Walk into every meeting prepared. With live data at your fingertips, your advice is always grounded in reality.
Built for independent financial planners, advisors, money coaches, and wealth managers who want to do more than just show up at annual reviews.
See every client's accounts, transactions, net worth, cash flow, budgets, investments, and goals — all in one place.
Assign action items directly to clients — upload documents, confirm details, complete forms — and track progress in real time.
Request, receive, and organise client documents securely. No more chasing files over email.
Get notified the moment a client completes a task, uploads a document, or sends a message.
Run financial projections and scenario plans to support better advice between and during meetings.
Manage your entire book of business from a single dashboard. Switch between clients in seconds.
As a perk, you can Give your clients access to Budgety's budgeting app — a simple way to manage their budgets, track spending, connect their accounts, and stay on top of their finances — while giving you the real-time financial visibility you need to advise them on an ongoing basis.
Designed for independent financial planners, advisors, money coaches, and wealth managers who want to stay one step ahead.
Stay connected with clients in the gaps. Share updates, assign tasks, and keep momentum going year-round.
Client engagement does not have to stop when the meeting ends. Assign tasks, collect documents, and monitor progress — any time.
Client Tasks
8
3 awaiting client action
Documents Collected
14
2 uploaded this week
Notifications
5
unread activity
Upload T4 slips for 2024
Sarah Johnson
Review investment statement — TD Feb 2025
Marcus Chen
Confirm RRSP contribution room
Priya Sharma
Start free forever, or unlock everything you need to run your professional practice.
Free
Optional Add-on
Go further for the clients who need it most. As a Budgety for Professionals member, you can choose to sponsor a Budgety subscription for individual clients directly from their profile — paying for their membership so they can access richer financial tools and collaborate with you more deeply.
Join indepenent financial professionals who use Budgety to collaborate with clients, collect documents, and deliver better advice — completely free.
Get Started FreeNo credit card required