Make your firm stand out.

Simple, scaleable and easy-to-use strategic 3-way planning, consolidation, PDF reporting and KPI dashboards. Futrli Advisor’s integrated forecasting, reporting and alert features will enable you to do this easily and accurately for every advisory client, at scale.

Futrli Dashboard

Core features of Futrli Advisor…


3 Way Forecasting

3-way forecasting

Produce profit & loss, balance sheet and cash flow forecasts for up to 10 years in seconds. Create from scratch, import existing budgets or use last years actual data.

All In One Reporting

All in one reporting

With no effort you and your client can visualise actual vs forecast performance across all KPIs and their cash flow on a daily, weekly or monthly basis.

Real Time Dashboards

Real time dashboards

Share live dashboards for each of your clients to help manage their business day to day. Create bespoke boards or use our pre-build templates to get started.


Printable Pdf Reports

Printable PDF reports

Futrli Advisor’s PDF report builder makes it easy to export print-outs of your clients’ dashboards or produce beautiful month end report packs.

Customisable Kpis

Customisable KPIs

Not every client is the same and Advisor’s custom formula builder will enable you and your team to create any KPI using financial and non-financial data.

Scenario Planning

Scenario Planning

Advisor lets your clients ask ‘what-if?’ and explore their options with scenario modeling that helps them understand their business better.


Portfolio Alerts

Portfolio Alerts

Our integrated alerts trigger the minute something changes in any of your clients’ businesses. Advisor lets you know when your client reaches an agreed threshold or limit so you can reach out.



You can accurately consolidate up to 5 entities of the same currency. Useful too for benchmarking multiple client businesses with financial and non-financial metrics.

User Permissions

Flexible User Permissions

You have full control over all of the reports, forecasts, and alerts created in Advisor for any client with various user rights to fit you, your team, and your clients.

Interested in Futrli Advisor?

Contact us today to see how we can help you.

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