Free Client Portal
And integrated account aggregation services.
Start For Free
Balance gives financial advisors, wealth managers and CPAs the ability to join for free. With our Free Client Portal access you can connect with your clients, file and store documents, view personalized expense reports and download reports. Balance means better client relationships and improved long term planning. 
Detailed Expense Reports
With Balance, your clients gets access to our detailed reporting and personal finance software. Balance clients have up to date, personalized expense reports with accurate forecasting tools for cash flow forecasting and planning. 
Client Files, Organized
Balance uses an integrated filing cabinet that you and your client can use to store and manage documents such as annual statements, tax related documents, K1s, insurance folders and anything else you need to organize your client.
