Financial planning software that stays current, not a projection run once.
Most financial planning software calculates a plan once, at onboarding, and leaves it there. Fleek recalculates every goal's funded % and on-track status automatically as a household's life and investments change — so the plan is never a snapshot from six months ago.
Goal-based planning, not a net-worth spreadsheet with a UI.
A lot of software marketed as "financial planning" is really portfolio tracking with a projection tool bolted on. Fleek starts from the goal, not the portfolio.
Goal-based, not account-based
Ten goal types — retirement, education, a home, an emergency fund, and more — each with its own funded %, target date, and monthly gap, rather than one undifferentiated net-worth number.
Recalculated automatically
A goal's status updates as the plan changes — a new SIP, a withdrawal, a market move — instead of requiring someone to manually re-run a projection.
Scenario planning, question-first
"What if we put more toward a goal?" "What if we invest a lump sum today?" "What would a big life event change?" — scenarios start as the actual question, not a blank calculator.
Built around the household
A plan is organized around the family unit a client actually lives in, not a single account or policy in isolation.
Reads real portfolio documents
CAS and portfolio statements are read automatically, so holdings feed the plan without anyone retyping them by hand.
Consent as part of the plan
What the software does with a household's data is visible and controllable purpose by purpose — not a terms page nobody reads, built around India's DPDP Act.
Goals as a timeline, not a table of numbers.
The client app lays goals out on a path from today to the target year, color-coded and tappable, so it's obvious at a glance which ones need attention. It's built to read like a letter from the advisor — plain sentences about where things stand and what's next, not a dashboard of raw figures.
Client app — Goals, real screenshot
See a real plan, not a demo script.
We'll walk through Fleek on a sample household close to your own practice — advisor and client sides both.