What’s included in the Advisor Plan?

The Advisor Plan includes everything you need to deliver budgeting, forecasting, reporting, and FP&A services to your clients.

Every Advisor Plan includes access to:

• Budgeting and financial forecasting
• Three-way financial statements (Profit & Loss, Balance Sheet, and Cash Flow)
• Scenario planning
• KPI reporting
• PlanGuru Analytics with interactive dashboards, reports, and AI-powered summaries
• Multi-user collaboration
• Client management from a single Advisor account