Keep each client in focus.
Create and select named client profiles. Their goals, accounts, cash flows and scenarios stay with their own plan.
FOR FINANCIAL ADVISORS
Many clients.
One clear workspace.
Give every client a plan of their own. Organise individual and household profiles, explore their financial future, and prepare a report with their name and yours.
Browse the planner directory →
Sign in →
Sign in or email on the sign-in page.
Use the same ArthaCanvas account you use for ArthaCanvas. Advisor access is verified on your account; signing in here does not change account permissions.
The same tools. For every client.
Use the individual planning toolkit within each profile: portfolios, recurring income and spending, goals, retirement, protection, scenarios and reports.
Storage choices. Clear boundaries.
Private planning uses Google-managed cloud storage under the cloud terms accepted through the disclosed Sign in action. Cloud availability is checked in the workspace. A restored Google session alone does not create a new terms acceptance. Without completing sign-in, users may explore temporary samples; there is no new local-only saving option. Existing device files are not uploaded or deleted. Local migration is not part of this release. Cloud plans use Google-managed encryption in transit and at rest. Authorized project operators can access their contents; this is not end-to-end encryption. sign-in restores access to cloud plans on another device, without a mandatory account recovery code.
Before you begin
Do I need a different ArthaCanvas account?
No. Use your existing ArthaCanvas account. It must have advisor access enabled before the multi-client workspace opens.
Does each client get the full individual planning experience?
Yes. Each selected profile uses the same planning tools and calculations. Reports can include the client’s name and your financial-planner name.
Will client plans appear on another device?
Once cloud storage is enabled and account terms are accepted, saved cloud plans can be opened with the same ArthaCanvas account on another device. Legacy device-only files still require their independent backup for recovery elsewhere. Existing device files are unchanged; this release does not offer local migration.