Collaboration

Manage money together, without the friction.

Invite your partner or financial advisor to your household at no extra cost.¹ Everyone gets their own login and a shared, always-current view of your finances.

app.finora.com/dashboard

Household net worth

$312,940 +4.2%

Shared with

AR
Alex Rivera
Owner
Active
SR
Sam Rivera
Partner
Active
JL
Jordan Lee
Advisor
Active
app.finora.com/dashboard

Household activity

SR

Sam categorized 4 transactions

2m ago

AR

Alex added a new goal — “Italy trip”

1h ago

JL

Jordan left a note on Investments

Yesterday

SR

Sam adjusted the dining budget

Yesterday

For couples

Finally on the same page

Skip the awkward spreadsheet. Both partners see the full household picture — accounts, budgets, and goals — while keeping individual logins and privacy.

  • One shared household view for both partners
  • Separate logins, no shared password
  • See who changed what, as it happens
app.finora.com/dashboard

Household net worth

$312,940 +4.2%

Shared with

AR
Alex Rivera
Owner
Active
SR
Sam Rivera
Partner
Active
JL
Jordan Lee
Advisor
Active
For advisors

Bring your advisor into the loop

Invite a financial advisor to collaborate at no extra cost. They see the same up-to-date picture you do, so every conversation starts from the same facts.

  • Invite an advisor at no extra cost
  • Everyone works from live, shared data
  • Remove access anytime, in one tap
Shared, but safe

Collaboration with control

Individual logins

Everyone signs in with their own account — never a shared password.

You stay in control

Invite or remove members anytime. You decide who sees what.

One source of truth

No more conflicting spreadsheets — everyone sees the same live picture.

FAQ

Collaboration, answered

  • ¹ Household sharing requires Finora Pro and includes up to 3 members plus free read-only advisor access.

Manage money together

Invite your partner or advisor and get on the same page. Free to get started.

Create your free account