Client data
How much of a client's information can I see?
Exactly what the client permits, and nothing more. The client chooses which accounts and categories to share, sees what you can access, and can revoke that access at any time.
For financial professionals
Grow your practice on a platform builtaround the client's complete financial life.
Connect with potential clients, review permissioned financial information, provide guidance, collaborate securely, and use AI-assisted tools to expand the value of your services.
What changes for your practice
- Complete contextReview a client's permissioned position instead of assembling it from screenshots.
- One place to adviseGuidance, comments, and reports live beside the data they refer to.
- Your methodology, extendedConfigure AI-assisted experiences based on how you already work.
Who this is for
Professionals who guideother people's financial decisions.
Selfinancial is being built to help these professionals find clients, review permissioned financial information, communicate securely, provide reports, and use AI-assisted tools to improve their services.
Financial advisers
Financial planners
Financial educators
Financial coaches
Accountants
Business financial consultants
Wealth-management professionals
Other authorised financial-service providers
Work with better financial context
Advise from the whole picture,not the part the client remembered to send.
With the client's permission, you may review the information below. Permission is explicit, visible to the client, and revocable.
Accounts and balances
Transactions
Investments and holdings
Subscriptions
Debts and obligations
Assets
Financial goals
International financial activity
Build your Selfinancial practice
Find clients, advise them,and charge for your work.
Find clients who need guidance
Many Selfinancial users will have connected accounts and no professional helping them build or follow a plan. The platform is being designed to match qualified users with appropriate professionals.
Coming soon
Communicate inside the financial experience
Create guidance topics, comment on financial items, send reports, attach supporting documents, and track progress without leaving the environment where the data lives.
- Create guidance topics and reports
- Comment on specific financial items
- Discuss decisions privately
Coming soon
Offer and charge for your services
A future professional marketplace would let you publish a profile, describe your services, define pricing, accept client requests, and manage ongoing relationships.
- Publish a professional profile
- Define pricing and service packages
- Receive payments through the platform
Long-term vision
Use AI to extend your expertise
Configure AI-assisted experiencesaround your own methodology.
Professionals may eventually shape AI experiences using their financial methodology, educational content, knowledge resources, client-permissioned data, and approved workflows.
Answers, not slogans
Questions people ask before they trust a financial product.
Verification
Do I need to be licensed to join?
The professional-verification process is still being defined. Credentials, scope of practice, and any applicable licensing will be checked before a professional is presented to clients.
AI
Who is responsible for AI-generated output?
You are. If you configure an AI-assisted experience, you remain responsible for reviewing its outputs and complying with your professional, legal, and regulatory obligations.
Getting started
What happens after I apply?
You join the professional waitlist. When early access opens, we will contact you to complete professional verification and set up your profile and service offering.
Join the professional networkand build your practice.
Apply for early access and tell us about your practice, your clients, and the markets you serve.