For consultants & advisors
Plan for clients, not from scratch.
Run up to five client plans at once, each opening already drafted for the client’s trade — with the market analysis and financial checks done for you.
Why advisors use it
Five client plans, none of them blank.
The busywork — structure, market context, financial modelling — is already done. You bring the judgement.
Every client starts finished, not blank
Pick the client's trade and their plan opens already drafted — the sections, the market context and the financials.
The numbers stay consistent
A working financial model per client. Change one line and the P&L, cash flow and totals recalculate. No broken spreadsheets to maintain.
Output your clients can submit
Clean PDF export, plus checks on your numbers — before your client submits.
Take on more clients without more late nights.
Pro Builder runs up to 5 active plans. Start today, cancel anytime.