Help clients faster with an income and expenditure assessment built from their actual bank data, so advice is accurate and the appointment is shorter.
Most of an appointment can go on piecing together figures a client cannot fully recall.
People rarely remember every regular cost.
Asking for months of paperwork slows help.
Manual I&E eats into time for advice.
The right advice needs the right numbers.
One open banking connection covers all three, with no extra systems to run.
Built on real figures, not estimates.
Less time on data, more on advice.
The same clear picture for everyone.
No chasing documents.
Book a demo and we will build an I&E assessment on a live connection.
Book a demo