Life Hub

A one-page interactive visualization of a client’s financial life

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Timeline View

Allows you to see your financial life
today and, in the future

Watch demo →


 Fin Flow 

Game-changing cash flow planning

Watch demo →


Easy Edits

Make changes on the fly

Watch demo →


One page report

An all-encompassing financial view

See a sample

Tax Sourcing

See how to implement tax-smart
distribution planning

Watch demo →



Celebrate life’s achievements


What our clients are saying


Jeff Brown
Founder & President

BWM Financial

“LifeHub eliminates the massive, confusing and time intensive process of understanding your financial life. It directly connects to your dynamic income and tax plan. It’s easy to make edits as you interact with your clients.”


Nicola Cyr
Financial Planner

Garrett Investment Advisors

“With Life Hub, you can interactively explore, review, and edit while you see how a client’s financial picture changes over time all on the same screen. It ties together dynamic income planning, tax planning and legacy planning in a way that is very visually engaging and intuitive, while still being comprehensive when it comes to communicating a client’s financial situation.”


Michael Mustian
Founder & Financial Planner

WiseWay Advisors LLC

“Life Hub has totally changed my client presentations. It’s easy to make edits or updates all in one spot. Clients love how interactive the timeline feature is, too!”


Learn more about Income Lab and Life Hub