Guided financial profile
Capture income, expenses, housing, debts, savings, goals, loan details, and document readiness in one organized flow.
Features
A clearer way to organize finances before the next big move
Clarity Finance brings profile building, dashboard insights, scenario planning, reports, and advisor workflows into one connected platform so users can understand where they stand and what information is still missing.
Income source tracking
Record up to three income sources so summaries and reports reflect total monthly income instead of only one job or payment stream.
Dashboard view
Review cash flow, debt pressure, savings, housing, and profile information from a connected workspace built around the user’s own numbers.
Report center
Create Financial Snapshot, Expense, Bank Loan Readiness, Document Checklist, Rent a Room Scenario, Savings & Cash Flow, Debt & Liability, and Housing & Equity reports.
Scenario tools
Explore rent-a-room income, mortgage affordability, refinance options, debt planning, savings targets, and monthly cash-flow changes.
Loan readiness workflow
Organize requested loan amount, contribution, security offered, loan purpose, and supporting document status before review conversations.
Advisor request workflow
Users can request advisor support, while advisors and admins can review cases, update statuses, add notes, and manage assignments.
Admin controls
Support account approvals, user roles, advisor assignment, case visibility, and platform oversight as the service grows.
Built around real questions
What is my real monthly income and cash-flow position?
Which documents and details do I still need to organize?
Could a practical scenario improve my overall position?