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FinPro is a comprehensive financial planning platform designed for households and financial advisors. It brings all your financial data — assets, liabilities, income, expenses, and insurance — into one place, giving you a clear picture of your financial health. Collaborate directly with your financial advisor through a shared portal, and manage your finances from anywhere on web and mobile.

Getting started is easy. Click Get Started, create your account, and begin your 14-day free trial. You'll be guided through setting up your household and adding your first financial data.

The Household plan is $10/month or $100/year (save 17%). Every plan starts with a 14-day free trial. Advisory firms receive custom pricing tailored to their needs. You can cancel your subscription at any time with no cancellation fees. See full details on our pricing page.

Once logged in, navigate to your dashboard where you can add assets, liabilities, income sources, expenses, and insurance policies. Each category has its own section with guided forms to help you enter your information accurately. If you experience any issues connecting an account, reach out to support@finproholdings.com and we'll help you get connected.

Yes. FinPro uses a household model that lets you invite family members to share and collaborate on your financial data. Each member gets their own login while sharing a unified view of household finances.

Absolutely. All sensitive data is encrypted both in transit and at rest. FinPro uses read-only access to your financial accounts — we can never move or withdraw your money. We maintain rigorous security practices and compliance standards. Visit our Trust Center to learn more about our security posture and certifications.

FinPro supports tracking assets (real estate, investments, vehicles, and more), liabilities (mortgages, loans, credit cards), income sources, recurring expenses, and insurance policies. You can also generate a Personal Financial Statement (PFS) from your data.