01
Workbook
The client writes down what matters: goals, spending, timelines and worries, in their own words and numbers.
Walk through the Workbook Fictional demoPrepared for Soulai
Planning that starts with the person, then the portfolio.
Planning that starts with what matters to you. Take a guided tour of the Soulai Finance ecosystem with Maya Vega, a fictional client. Nothing here is real, live, or connected to any account.
Three tools, one picture
02
Resonance
A guided conversation with Asha that helps the client say what the numbers can't, so the advisor hears the real priorities.
Watch a Resonance session03
Dashboard
One shared picture of accounts, documents and sharing choices, for the client and, with consent, their advisor.
Tour the client DashboardAlso explore the illustrative sandbox and the sample outputs.