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Balance Financial Launches Professional Platform

Thumbnail image for BalanceFinancial.pngBalance Financial announced today that its Balance Professional platform has launched out of beta and is now available to any financial, accounting or tax advisor. 

“Balance Professional gives financial professionals a free client portal to start that allows them to collaborate with their clients over shared files and documents as well as a client’s financial accounts. The Balance platform allows clients to connect their financial accounts and use the integrated budgeting, expense tracking and reporting tools.”

The screenshot below shows the PFM platform for advisor clients.

To learn more about Balance Profesional, watch the demo from FinovateFall 2011.