AnchorCents Apply as a Founding Practice
Preview. AnchorCents hasn’t opened yet. Screens show sample data and planned features, and features and prices may change.

Opening early next year for financial coaches and advisors

You Were Hired for Guidance, Not Data Entry

AnchorCents puts each client’s balances, debts and next steps in one place. Clients link the accounts they choose to share, so there’s less for them to fill in and less for you to chase.

Apply as a Founding Practice See Pricing

Our first 10 practices get a 60-day trial, 20% off for 12 months, and hands-on setup.

Where the Week Goes

Financial Advisors

59%

of advisor time went to administration, compliance and other non-client tasks.

Fidelity Advisor Insights Study, 2025

Financial Coaches

About 17%

of coaches’ work week went to data entry and other admin tasks.

Financial Coaching Census, 2016

Inside a Lead Advisor’s Week

  • In Client Meetings8.8 hours
    • Preparing5.3 hours
    • Follow-Through6 hours
Kitces Research, 2019, a study of 1,000+ advisors. Averages for lead advisors; 11.3 is preparation and follow-through combined.

AnchorCents is not affiliated with or endorsed by Fidelity or Kitces.

We’re building AnchorCents to help with one part of that, gathering each client’s numbers, dated and sourced, before a meeting.

What You Get

Less Chasing After Sessions

The next steps you agree on in a session go to your client, who marks each one as done. You see what’s finished without having to ask.

Clients Choose What’s Shared

Clients link their banks and decide, account by account, what their coach or advisor sees. You see only what they choose to share.

Numbers with Sources and Dates

Every number says where it came from and when it was updated, so you can stand behind what you read to a client.

Who Needs Attention

Each client shows one status and one action item.

ExampleSample data, not real clients

Client 1

Bank stopped updating

We emailed them Sep 21

Ask Client 1 to Link Again
Client 4

Invite expired

Sent Sep 24

Create a New Link
Client 2

Due for a session

Every 4 weeks

Mark as Held
Client 3

Next step not done yet

Reminder sent Oct 1

See Client 3’s Steps

How a Practice Starts

  1. Clients Get Your Invite

    You send each client a link to join, and they set up their account from there.

  2. They Link and Choose What to Share

    Clients link their banks and pick what you see, account by account.

  3. You Walk in Ready

    Each meeting begins with a clear view of where each client stands, based on what they share.

Built for Coaches and Advisors

One product and one price list for both. You keep your own method. AnchorCents takes on the preparing and the following up.

For Financial Coaches

You can see how each client is doing between sessions, and arrive knowing where to start the conversation.

For Financial Advisors

You can invite the clients you want to follow between reviews, and every number carries its source and date.

We Do the Heavy Lifting

We set up your practice with you on a call. Your clients get a short video walkthrough, and we help any client who gets stuck.

Included for founding practices and yearly plans.

  • Your practice set up with you on a call
  • A video walkthrough for your clients
  • Help for any client who gets stuck
  • Clients skip the spreadsheet, and you skip the bank statements

Built to Earn Your Clients’ Trust

Read-Only Bank Access

Bank access will be read-only through Plaid. AnchorCents will be able to read account information, not change it.

Client Consent

Clients choose what is shared, and they can stop sharing any time.

Sign-In with an Authenticator App

Before anyone sees financial information, they sign in with a password and a code from an authenticator app.

Every View Recorded

Each time a coach or advisor opens a client’s financial information, AnchorCents records it.

We encrypt data in transit and at rest. If your practice reviews vendors, we can send our information security, access control and data retention policies. Ask for Our Security Policies

Become a Founding Practice

We’re opening AnchorCents early next year, starting with 10 founding practices. They get a 60-day trial, pay 20% less for their first 12 months, get hands-on setup, and share honest feedback that shapes what we build next.

The trial covers up to 4 linked clients. We ask for a card to start and charge nothing until day 60. Unless you cancel first, we charge the card then, and the plan renews until you cancel. After the 12 months, regular prices apply.

I read every application myself and aim to reply within one business day.

Tee, Founder, Lattice Forge LLC

It’s free to apply. We’ll ask for a card when your trial starts.

We use these details to review your application and email you about AnchorCents. To unsubscribe or have them deleted, email support@anchorcents.com. Privacy Notice

Plans from $49 a Month

Flat plans that grow with your linked clients.

Founding Practices The first 10 practices to join get a 60-day trial and pay 20% less for their first 12 months, starting at $39 a month.

See Pricing
Apply as a Founding Practice