Free Client Management Template for Financial Planners
Track financial planning clients, plan review cycles, goal progress, and document collection for independent financial planners.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Financial plan records with version history
- Goal tracker across life planning areas
- Document vault with expiry tracking
- Annual review pipeline
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build a financial planning client management app with clients (name, household, segment, advisor, plan type: comprehensive/modular, annual fee, status), financial plan records per client (version, goals covered, last reviewed, next review date), a goal tracker (retirement, education, protection, estate), document vault per client (tax returns, statements, insurance policies - with received and expiry dates), and a review pipeline showing clients due for their annual plan review.
Want to go deeper on client management software?
Client management software keeps contacts, projects, and communications in one place. Appaca builds the client tool around the way your service or agency runs each engagement.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.