INSTANT CONNECTIONS
5,000+ Institutions, One Click
Hook up checking, savings, credit, loan, and investment accounts from more than 5,000 financial institutions without leaving your branded experience. In moments, clients and coaches see live balances and recent activity, eliminating the need for spreadsheets or manual uploads. Real-time data fuels smarter budgeting and coaching conversations from day one.
MANUAL FLEXIBILITY
Add Any Account You Need
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.
SMART TRANSACTION TRACKING
Cash-to-Investment Clarity
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.
NET WORTH INSIGHTS
Monthly Clarity at a Glance
Our dynamic 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.
