Alpha — early access. This page describes an early-stage product; features and pricing may change.
TallyHelm monogram seal TH

TallyHelm

A practice copilot for solo & small-team CFP® advisers

Re:

The practice copilot that tracks what your CRM never does.

TallyHelm is a KPI dashboard, contact-cadence queue, form autofill, and low-friction client data layer for solo and small-team CFP®-credentialed advisers — the four things one real advisor built by hand in a spreadsheet because nothing on the market did all four together.

See the specimen walkthrough →

Where this comes from: the product brief is Carsten Glass's own working personal dashboard — a real fee-only CFP® who hand-built a spreadsheet to track exactly these four things because no vendor covers more than one of them (see Questions a fiduciary should ask us and the comparison in the internal appendix). TallyHelm's first pilot conversation is with him, by name.

Client Profile

Not every advisory shop — a specific, mechanically identifiable slice of one.

Solo and small-team (1-5 advisor) CFP®-credentialed principals running their own Registered Investment Adviser (RIA) — fee-only or hybrid — with AUM plausibly under the ~$100M SEC-registration line, meaning most are state-registered, not SEC-registered.

  • Runs client relationships without a dedicated ops/admin staffer
  • Currently tracks KPI goals, contact cadence, intake forms, and client data across disconnected tools or an ad hoc personal spreadsheet
  • Findable today on two public registries: SEC IAPD (adviserinfo.sec.gov, filtered by state + reported AUM) cross-referenced against CFP Board's Verify tool (cfp.net/verify-a-cfp-professional) for active CFP® status

Schedule of Services

Mapped directly to the four needs the product was built around — not a generic feature list.

  1. KPI-goal dashboard

    New AUM, new households, reviews completed, referrals — set targets, see progress against them at a glance, every login.

  2. Contact-cadence queue

    Who's actually due for a touch and why, pulled from each household's own cadence rule — not a birthday-card default blast.

  3. Form organize + autofill

    Reuse client data you've already entered once across forms — not a second questionnaire builder, a way to stop retyping the same address a third time.

  4. Low-friction client data entry

    One clean place to add and update household data — the thing that makes the other three tools actually stay current instead of going stale.

Fee Schedule

Priced against the workflow it replaces, not a generic per-seat SaaS number. from the mid-weight vertical-tool band ($99-299/mo) in ventures/background/SAAS-ECONOMICS.md §1 — not yet market-tested against a CFP-specific willingness-to-pay figure.

TierMonthly feeSeatsIncluded servicesBreakeven
Solo $149/mo 1 advisor seat KPI-goal dashboard; contact-cadence queue; low-friction client data entry ~0.6–1 hr/mo saved
Practice $299/mo Up to 5 advisor seats Everything in Solo; form organize + autofill; small-team ready (1–5 seats) ~1.2–2 hrs/mo saved

Exhibit A

The breakeven math, visually

At a $150–250/hr self-valuation of an advisor's own time (unverified), recovering 1.2–2 hours a month clears the Practice tier's cost.

Monthly cost vs. monthly value recovered Practice tier costs $299 per month. Recovering 1.2 to 2 hours of admin time per month at a $150-250 per hour self-valuation recovers $225 to $500 of value per month, which exceeds the $299 cost. Practice tier cost $299/mo Value recovered (low) $225/mo (1.2 hrs × $150–250/hr low end) Value recovered (high) $500/mo (2 hrs × $150–250/hr high end)
What TallyHelm's Practice tier costs Value of admin time recovered, at the stated hourly range

Bar lengths are proportional to dollar values shown (scale: 1px ≈ $1.62/mo). from SAAS-ECONOMICS.md §6 Example B, built specifically for this vertical.

Specimen Walkthrough

TallyHelm doesn't exist yet — this is a scripted mockup of what using it would look like, built from Carsten's own described workflow. Every screen is labeled SIMULATED; nothing here is a real client or a working application.

Three scenarios: the KPI dashboard, the contact-cadence queue, and form autofill. Step through them below.

Specimen I — Simulated Product Walkthrough

Frame not loading? Open the walkthrough directly: media/product-demo.html

Questions a fiduciary should ask us

The five hardest questions, answered from this idea's own research — not generic copy.

"I already have Wealthbox or Redtail for CRM — why do I need another tool?"

No single incumbent — Wealthbox, Redtail, Holistiplan, PreciseFP, or AdvicePay — covers more than one of the four needs above. A full CRM + forms stack alone runs $75–160/mo and still has zero KPI-dashboard or cadence-queue coverage. TallyHelm isn't a CRM replacement; it's the layer none of those tools built.

"Is this actually compliant with my recordkeeping obligations, or just another vendor asking me to trust it?"

17 CFR 275.204-2 requires RIAs to "make and keep true, accurate and current" specified records, including communications — TallyHelm's contact-cadence logs are built to be retrievable/exportable for the 5-year window the rule requires, not a generic "we're secure" claim. Honest caveat: your specific state's rules also apply and haven't been individually reviewed for your firm.

"How is this different from PreciseFP, which already does forms?"

PreciseFP ($89/mo, 100 profiles) is a questionnaire/e-signature intake tool — it doesn't do KPI tracking or contact cadence, and TallyHelm's "form autofill" means pulling from data you've already entered once, not building a second questionnaire. Complementary, not identical.

"What's my actual ROI — is $299/mo worth it?"

Recovering 1.2–2 hours/month of admin time at a $150–250/hr self-valuation clears the $299/mo cost — see Exhibit A above. Below that specific threshold, it honestly isn't worth it yet.

"You're not a CFP or an advisor — why should I trust a tool built by an outsider?"

The product's own design brief is Carsten Glass's real, working, hand-built personal dashboard — the template artifact came from a real advisor's own tool, not a guess at what advisors need.

Closing

One ask: a 20-minute pilot conversation. No purchase, no commitment — just a look at whether the KPI dashboard and cadence queue match how you actually work.

Book a pilot conversation →

Contact address is a PLACEHOLDER — no live inbox exists yet. Real contact method is, not published here.