For professionals
Engage seamlessly and efficiently — with clients already on the same platform
MyGenie Professionals is where professionals, planners, tax practitioners, attorneys and consultants register, publish, and get targeted engagement. Clients engage with a living financial model, ready to solve their needs instead of a PDF from their last tax year.
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Publish insights that stay attributed
Write on retirement, tax, trusts and wealth. An administrator approves before it appears on Financial Insights — under your name.
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A public profile that creates connections
The directory is the window where clients view and request an advisor, run an assessment, or start a model, already linked to you.
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View the same financial model as the client
Stop reconciling two spreadsheets. Engage with one living ledger — goals, income, debt, risk management, tax and estate planning, all at once.
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Set your own times and availability with intuitive admin
Schedule, chat, save, share and sign documents while getting a full view of clients’ needs.