For RIAs, IARs and CPAs
The budgeting and cash flow piece, next to the planning software you already use.
Calibrated Money is not a planning platform and does not replace RightCapital, MoneyGuide or eMoney. It does one job: it helps your clients track what they actually spend each month, and lets them choose to share category totals with you.
Join the professional waitlist
Built for one gap
Planning software is built for long-term goals, projections and portfolios. The monthly spending number in a plan often starts as a client’s estimate. Calibrated Money focuses only on that number: real income and spending by category, from checking, savings and credit cards.
Real spending, shared by choice
Clients budget in their own app. If they turn on sharing, you see monthly totals by category and planned versus actual. You never see individual transactions.
Not another platform to learn
No projections, no investment accounts, no portfolio tools. Nothing to rebuild in your current software, and nothing for your team to migrate.
Priced as a small add-on
Built to be a low-cost addition to your tech stack, not a replacement for it.
Pricing will be announced before launch.
What it does
- Monthly budget by category
- Planned versus actual spending
- Income next to spending
- Recurring bills and subscriptions
- Category totals your client chooses to share
What it does not do
- Investment, brokerage or retirement accounts
- Financial plans or projections
- Moving, transferring or paying money
- Investment, tax or legal advice
Join the professional waitlist
Calibrated Money is in development. Leave your email and we will reach out when early access opens for firms.