Earn $5/month
for every client.

Help your clients manage their money — and build recurring income doing it.

$5

Residual income, every month

Earn $5/month for every active client — 20 clients is $100 a month, for as long as they stay subscribed.

30

A free month for every client

Anyone who joins with your code gets their first 30 days free to get their finances on track.

The full app, included

Agents are members too — budgets, linked banks, and spending insights. Recommend it because you use it.

How it works

  1. 1Create your member account
  2. 2Set up your plan & subscribe
  3. 3Share your referral code