We have been getting fantastic feedback from our Professional users on our Certified Pro and Family Office products.  Recently, we made some changes to the pricing for these products to highlight a couple major changes for the better. 

First, a small change, we have changed the name of our premium Professional product from Family Office to Professional Team.  The Professional Team product is designed for RIA firms, CPAs and large bookkeeping companies looking to use Balance for managing clients.  This product (along with Certified Pro) comes with a number of improvements over our Free Client Portal product such as the ability to add bill payment, customize your logo and additional storage features. 

The biggest change is with our Free product which is now called Free Client Portal.  This product is designed for individual financial professionals who are looking for a way to better attract, retain, service and engage with their clients.  Balance Free Client Portal gives financial professionals a free and easy way to share files, review account balances and track client spending. 

Typically, client portals and account aggregation tools can be very expensive for financial professionals, especially if they want to share files and account data under one system.  Now, any professional can get up and running with a new way to engage with their clients.

Devin