Book of businessRetire the spreadsheet that runs your practice.

One place for a representative's whole book. Clients and households, the accounts they invest through, every position with its terms, the payments each one is owed, and the subscriptions you are raising now.

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Who this is for

What advisors run into today.

A seventeen-tab workbook can run a practice for years, until it cannot.

One tab per offering

Every deal gets its own sheet, so a client's total exposure means adding across tabs by hand.

Payments by memory

Interest dates, maturities and rollovers live in formulas that only one person understands.

Names spelled three ways

The same household appears under a trust name, a joint account and a nickname, and nobody is sure they match.

Clients who went quiet

Large relationships drift for months because nothing reminds you when you last spoke.

Our approach

A clearer path from challenge to outcome.

Every movement of money is a ledger row, and a checked row is corrected with a reversing entry.

  1. Clients and households

    People grouped with the accounts they invest through, with suggested merges when names nearly match.

  2. Positions and payments

    Each deal's rate, frequency and term work out what every position is owed and when.

  3. Raising

    A subscription checklist per deal, with each stage worked out from its steps and dates.

  4. Today

    Payments due, subscriptions under way, follow-ups, and the largest clients nobody has called in six months.

Ways we can help

What moves out of the spreadsheet

01

Workbook import

Each tab read with plain code, every check shown, and nothing written that a check flagged.

02

A ledger in cents

Contributions, distributions and interest as rows, each correction recorded as a reversing entry.

03

Rollovers and renewals

A renewed note becomes a new position linked to the one it replaced.

04

Commissions

Admin-only commission records with deductions and partner shares.

Getting started

A simple path from first conversation to real traction.

1

Upload the workbook

WealthInsight reads each offering tab and shows what every row would create before it writes anything.

2

Sort out clients

Review proposed households and merge the names that belong together.

3

Confirm terms

Set each deal's rate and payment schedule so amounts owed are worked out for you.

4

Work from Today

Open each morning on what is due, what is waiting, and who to call.

Next step

See your own deals reported the way investors want to read them.

Send Dave a recent sponsor package and he will walk you through the update WealthInsight builds from it.

A short walkthrough with one of your own deals is the fastest way to judge the fit.

Talk to Dave