Let clients add all of their accounts at their own pace. You review when they're done.

Skip the Zoom call where you ask for every account and balance, and the email threads chasing statements. Invite clients into Sunrise Budget; they enter accounts, investments, life insurance, planned spending, and more. When they're ready, you open one place and review it all.

• Replace live account-by-account collection with async client input
• Replace back-and-forth email threads with one shared plan
• Review the full picture anytime, read-only