Balance Professional Suite

Collaborative, web based personal finance platform for personal financial professionals & firms.



Balance Professional
$19.95
per month
Includes 1 Professional License
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30 Day Free Trial. Cancel anytime.

Balance Pro lets you choose from the following solutions:
Branded Client Portal & Financial Collaboration Software
Custom client spending reports from 7000+ financial accounts
Online bill pay platform for managing client mail & payments
Integrated file sharing for an unlimited number of clients

  • All your client accounts in one place
  • Help clients track spending
  • Store & share files with clients
  • Enhanced Security (SSL)
  • Client activity reports
  • Custom logo and branding
  • Native iPhone app for clients
  • Dedicated Relationship Manager
  • Document management consultation
  • Manage users with Admin controls
  • Dual Payment Control Authority
  • Build custom spending reports
  • Integrated activity reports
  • Integrated task & messaging
  • 5 GB secure storage space

The cost for clients using account aggregation is $3 per month per client. Clients using bill pay cost $0.99 per bill paid.
More information on Professional Pricing can be found in the Professional Fee Schedule.
Professional users can be either View-Only or Full Access to client information.