Alpha — early access. This page describes an early-stage product; features and pricing may change.
Simulated product walkthrough — every screen below is a scripted mockup, not a working app
What using TallyHelm actually looks like
Three scripted scenarios covering the four things Carsten's own hand-built dashboard already does for him:
KPI targets, contact cadence, form autofill, and low-friction client data entry. All names, numbers, and
client details on this page are invented for illustration and bounded against real comparable figures in
RESEARCH.md — none of it is a real client or a real result.
Illustrative example — synthetic data
Monday morning login: this quarter's KPI dashboard
A solo advisor (illustrative: "Jordan, CFP®, 61 households") opens TallyHelm and sees
where they stand against the goals they set themselves — the same kind of tracking Carsten built by hand in a
spreadsheet.
New AUM — YTD goal
$1.6M / $2.4M
67% of annual target, month 8 of 12
New households — YTD goal
7 / 10
70% of annual target
Annual reviews completed
38 / 61
23 households not yet reviewed this cycle
Referrals this quarter
4
3 from existing clients, 1 CFP peer referral
Illustrative example — the 61-household
count and $2.4M target are invented figures bounded to a solo-advisor scale (PreciseFP's own plan tiers,
RESEARCH.md §2, are priced around 100-profile increments, so a book in the tens-to-low-hundreds of households
is a realistic solo-practice size).
Illustrative example — synthetic data
The contact-cadence queue: who needs a touch this week
Instead of a birthday-card default (the ad hoc pattern Kitces.com describes,
RESEARCH.md §3), TallyHelm surfaces who's actually due and why — pulled from each household's own
cadence rule (quarterly, semiannual, annual), not a generic blast.
Diane & Robert M.
Quarterly check-in — 97 days since last contact
Due
Priya K.
Annual review — market volatility flagged in her portfolio
Due
The Alvarez Trust
Semiannual — contacted 6 days ago
Logged
Jordan opens Priya K.'s queue card
Priya K. — annual review due. Last note (Feb): "Wants to discuss Roth conversion before
year-end." Suggested opener drafted below — edit before sending.
"Hi Priya — flagging your annual review is due, and I want to revisit the Roth
conversion question before year-end deadlines. Do you have 30 min next week?"
Logged to Priya K.'s contact record — retained per your firm's recordkeeping settings.
Illustrative example — synthetic data
Form autofill: reusing data you already entered once
Not a second questionnaire builder (that's what PreciseFP already does,
RESEARCH.md §2/§7) — this pulls fields already sitting in the household record into a new form so nobody
retypes an address or a beneficiary name for the third time this year.
Diane & Robert M. auto-filled from record
1442 Larkspur Ln, San Diego, CA auto-filled
••••4471 auto-filled, masked
Type here…
Illustrative example — account numbers
shown masked by design; no real client data appears anywhere on this page.