Stop rebuilding financial forms from scratch for every client. BLOS™ gives financial advisors, credit counselors, and community organizations a structured multi-client platform — live dashboards, branded packet export, and role-based team access built in from day one.
Whether you manage five clients or five hundred, the Advisor platform gives you the same structured system for every engagement.
One account. Unlimited client relationships. Each workspace is completely isolated — its own intake forms, its own dashboard, its own export history. No data bleed between clients. No rebuilding reports from scratch.
Stop manually assembling financial reports in Word or Excel. BLOS™ generates a complete, multi-page financial packet from your client's live data — instantly. Print it, export it as PDF, or share it directly.
Add advisor team members and assign them to specific client workspaces — with full control over what they can view, edit, and export. Client data never bleeds between workspaces or team members.
No add-ons. No upgrades. Every client workspace includes both engines — automatically connected to their live financial data.
Help clients make major purchase decisions with confidence. BLOS Capital™ pulls their live financial data and models the real cost, affordability, and long-term impact of any significant purchase — automatically.
Run your client's full debt picture through five payoff strategies automatically — with month-by-month simulation, total interest savings per strategy, and a projection chart ready to review together in the session.
All plans include a 14-day free trial with full access. Start free — upgrade to the plan that fits your practice.
| Feature | Personal · $12 | Pro · $99 | Enterprise · $249 |
|---|---|---|---|
| Workspaces & Organization | |||
| Client workspaces | 1 | Up to 50 | Unlimited |
| Team member access | — | ✓ | ✓ |
| Role-based permissions | — | ✓ | ✓ |
| Unlimited team members | — | — | ✓ |
| Financial Tools | |||
| Full intake forms | ✓ | ✓ | ✓ |
| Live financial dashboard | ✓ | ✓ | ✓ |
| BLOS Capital™ engine | ✓ | ✓ | ✓ |
| BLOS Credit™ engine | ✓ | ✓ | ✓ |
| PDF financial packet export | ✓ | Unlimited | Unlimited |
| Platform & Support | |||
| Cloud sync & autosave | ✓ | ✓ | ✓ |
| 10 languages supported | ✓ | ✓ | ✓ |
| Mobile app (coming soon) | ✓ | ✓ | ✓ |
| Priority support | — | ✓ | ✓ |
| White-label options | — | — | ✓ |
| Dedicated account support | — | — | ✓ |
| Custom SLA & onboarding | — | — | ✓ |
If I need to show a client exactly when they'll be debt-free and how much interest they'll save — BLOS™ runs it automatically for every strategy while we're still in the session.
I need a professional financial packet I can hand to a client at the end of the meeting — not spend two hours assembling it in Excel afterward.
We serve families who speak ten different languages. BLOS™ is the only platform we've found that actually supports all of them in one consistent experience.
Structured intake, live dashboards, automated statements, and branded packet export — for every client, every session.