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Get Set Up Within a Week!

Phase 1: Data Collection

  • You send us your client list, and process checklists, or give us access to your current system.

Phase 2: Account Set Up (1 week)

  • We import all your client information, set up your workflow templates, and create your team’s work within a week. 

Phase 3: Team Training

  • We quickly train your team on how to use Financial Cents.

Self Service

Do it Yourself
Free
  • Free 14 day full feature free trial
  • Help Center - Getting Started Guide & articles on fundamentals & best practices
  • Tutorial Videos - Quick, but informative videos on how to use all features in FC
  • World class customer support

Done For You

Have us set up your firm within a week
$ 1000
  • Discovery Call (pre-payment) - Discuss the process & verify your interest
  • Data Import - Import unlimited clients, custom fields, upload basic FC templates & best practice template setup
  • Work Creation - Create all your work or transfer from another system
  • Team Training - We teach your team how to use Financial Cents and it's main features
  • Follow Up Training - A follow up call after a few weeks in Financial Cents to answers any questions or concerns your team has
Track client work and hit your deadlines
Start a free trial today to start using this and other
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