Practice management & CRM for independent financial planners
Manage client workflows, onboarding, file sharing, task management, all in one workspace built for financial planners
There’s always more information to collect, documents to review and next steps to follow up on. When those activities are scattered, keeping track of every client takes more effort than it should.
Budgety helps you keep that work organized around each client relationship.
Connect with clients, collect what you need and keep track of what comes next.
Invite clients into your professional workspace. Store their profiles, notes and associated work organized in one place.
Stay on top of your client relationships with the information and context you need in one workspace.
Send onboarding forms, request and receive files and information directly from clients.
Assign tasks, use templates for common client requests and track progress from your professional workspace. See what’s completed, what’s outstanding and where follow-up is needed.
Step through the workspace one capability at a time. Use Next and Previous, or jump to any step.
Connected Clients
View and manage clients who have granted you access to their financial data
Task Templates
Reusable tasks you can assign to any client
Welcome! Let’s get your file set up.
5 checklist itemsDue in 7 daysAssignEditDocuments we need before your yearly review.
4 checklist itemsDue in 14 daysAssignEditUpload your slips and receipts for this year.
3 document requestsDue Apr 15AssignEditConfirm who is named on each account.
2 checklist itemsDue in 30 daysAssignEditForms
Build forms once and send them to clients to fill in
Work
Everything that needs your attention, across all clients.
Waiting on Clients
Emily Maden
Financial Dashboard
Net Worth
Cash Flow
Daniel Chen
Financial Dashboard
Gift this client with the Budgety budgeting app features.
Sponsor a membership1/6
See well organized client profiles. Click on any client to see more information such as their overview, tasks, notes, documents and forms in one place.
Switch with ease
We’ve made it super easy to move your existing client information into your new Budgety workspace.
Switching fromZohoLearn more
Switching fromWealthboxLearn more
Switching fromMaximizerLearn more
Switching fromOutlook & CSVLearn moreAccess financial information your clients share, including relevant household information, within your professional workspace.
Budgety also offers cash-flow, retirement, goal and tax forecasting features when additional financial context is useful.
These capabilities give you more context for client conversations while you manage your day-to-day practice work.
You can also purchase Budgety’s budgeting app for clients who need one or as an additional perk for clients who make use of your services.
The availability, charges and entitlements of client memberships depend on the applicable Budgety personal plan.
Learn more about our budgeting appFree Forever
$0CAD / month
Get started with Budgety for Professionals and explore your professional workspace.
Essential
7-day free trial on monthly billing. Cancel anytime before the trial ends.
$59CAD / seat / month
Plus applicable taxes.
For independent financial planners managing client relationships and ongoing administrative work.
Need Budgety for your team? Reach out to support@mybudgety.com
Annual billing is CAD $650 per seat. Additional client memberships, where purchased, may incur separate charges.
Budgety is built for independent financial planners, advisory practices, money coaches and wealth managers looking to organize client management, onboarding, file sharing and task management in one workspace.
When you invite clients to Budgety, you can send information requests, receive files from your clients and stay up to date with their finances.
Clients can respond to requests and complete assigned actions, while you track their progress from your professional workspace.
Yes. With the appropriate permissions, you can access relevant financial information clients choose to share through Budgety.
The available information depends on their connected accounts, sharing permissions and applicable Budgety plan features.
Yes. Budgety for Professionals offers a Forever Free plan.
You can create a professional account and explore the features available under that plan. Additional capabilities and usage limits depend on the plan you choose.
Yes. You can explore how Budgety helps you connect with clients, collect information and documents, and manage follow-up tasks.
Use See How It Works to explore the interactive product walkthrough, or book a product demonstration.
Create your professional workspace, connect a client and bring their information requests, documents and follow-ups into one place.