Personal finance
Financial Data Aggregation
Connect checking, savings, credit, loan, and investment accounts from more than 5,000 institutions without leaving your branded experience. Clients and coaches see live balances and recent activity fast—so budgeting and coaching start from real numbers, not manual uploads.
Add any account you need.
Manual flexibility
Got a local credit union or a niche investment platform that isn't on the list? No problem. Users can manually add accounts in a few quick steps, ensuring every dollar is tracked—even those outside the Straight Financial Connections network. Coaches get the full financial picture they need to tailor guidance.
Cash-to-investment clarity.
Smart transaction tracking
Automatic categorization organizes cash, credit, liability, and investment transactions into clear, coach-friendly views. Reconcile spending with a click, spot patterns instantly, and keep clients engaged with timely insights. Less time hunting for data means more time driving results.
Monthly clarity at a glance.
Net worth insights
The Net Worth Report rolls every account into an effortless monthly snapshot. Clients watch progress in real time, while coaches benchmark growth and celebrate milestones. With a single report, everyone stays focused on long-term goals—and sees the payoff of disciplined planning.
Questions
Have more questions?
We're happy to walk through your goals, compare options, and show how the platform fits your team. Book a short demo—no pressure, just answers.
Migration
Free Setup Service
Looking to switch platforms? Setting up something new? Our expert team will move your content, configure your brand and invite existing contacts to your membership site, for free.