Heri Fi

Key Features:
Financial Planning & Tracking

• Budget Tracker: Monitor income and expenses with customizable categories and real-time visual charts.

• Debt Planner: Organize balances and strategize your debt repayment timeline.

• Emergency Funds: Set target goals for your cash reserves and track your savings progress.

Insurance & Protection

• Policy Dashboard: Consolidate your insurance policies in one place. Track premium amounts, renewal dates, and beneficiary percentage splits.
• Coverage Analyzer: Identify potential gaps in your protection strategy based on your life stage and personal financial goals.

Secure Document Vault

• Private Storage: Safely upload and store your most critical legal documents, including your Final Will, Health Care Directives, and Power of Attorney.
• Security: You retain full ownership, and documents are kept entirely private for when you need them most.

Direct Advisor Access

• Secure Messaging: Communicate directly with your personal advisor to ask questions and receive tailored guidance.

• Booking System: Schedule consultations, follow-ups, and annual reviews.
• Smart Notifications: Receive automated alerts for impending policy renewals, schedule updates, and important financial action items.