Client-shared debt data,
one dashboard
Monitor balances and follow-up cues clients choose to share, without exchanging passwords or taking control of their accounts.
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Client list overview
See shared debt balances, relationship status, and recent plan activity across your linked clients.
Read-only client access
Review a linked client's debt names, balances, APRs, minimum payments, and due days without changing their data.
Follow-up cues
Use payment, projection, and debt-activity recency to identify clients who may need a check-in.
Secure invite system
Send a simple invite link. Clients accept on their terms. No shared passwords, no data exposure. RLS-enforced isolation.
Client-controlled access
Clients explicitly approve access and can revoke it from their account settings.
Separate client accounts
Clients keep their own RealiPlan accounts and credentials; coaches do not need shared passwords.
Simple coach pricing
Your clients use RealiPlan free. You pay for the dashboard and tools.
Coach Starter
$39/mo
or $349/yr (save 25%)
- Up to 25 linked clients
- Read-only shared debt data
- Secure client invitations
- Client follow-up cues
Coach Pro
$79/mo
or $699/yr (save 26%)
- Unlimited linked clients
- Read-only shared debt data
- Secure client invitations
- Client follow-up cues
Coach plans
Review the current plan details at checkout before subscribing.
Compare coach plans
| Feature | Starter | Pro |
|---|---|---|
| Client management dashboard | ||
| Read-only client data access | ||
| Invite system with secure tokens | ||
| Client-controlled access | ||
| Linked-client limit | 25 | Unlimited |
Frequently asked questions
Can my clients see that I'm monitoring their plans?
Yes — transparency is built in. When a client accepts your invite, they know you have read-only visibility into their debt data. You can never modify their plans.
What data can I see as a coach?
You get read-only access to shared debt details and follow-up cues for linked clients. You cannot see login credentials, payment methods, change a client's data, or access an unlinked household.
Do my clients need a paid RealiPlan account?
Clients can use Free: five planning days per month with unlimited recalculations on each used day. A coach subscription does not automatically upgrade clients to Pro.
How does the invite system work?
You enter the client's name and email in your coach dashboard. They receive an invite link, sign in (or sign up free), and accept. Their household is then linked to your coach account with read-only access enforced at the database level.
Can I upgrade from Starter to Pro later?
Yes. Review the current plan details at checkout before changing tiers. Your linked-client records remain in your account.
Is there a free trial?
A free trial is not currently advertised. Review the current checkout terms before subscribing.
See the workflow before you subscribe
Explore a synthetic client list, follow-up cues, and read-only debt details without creating an account.
Explore the Sample Dashboard