License Scope — Up to 10 Advisors

Each annual license includes up to 10 named financial-professional users within the approved advisory practice.

The license applies only to the purchasing advisory practice identified in the final agreement. It does not extend to an affiliated broker-dealer, parent company, branch network, subsidiaries, independent representatives, or related entities.

Advisor access is nontransferable and subject to applicable broker-dealer, RIA, employer, compliance, and supervisory approval. Additional advisor seats, administrative users, client-household capacity, and enterprise licensing may be purchased or negotiated separately.

Cash Insights LGX™ Personal & Household Edition

Level II Early-Adopter Advisor License — $1,500 Annually

Available following the second qualifying meeting with FinalFlowRx™ or beginning 14 calendar days after the first official introductory meeting, whichever occurs first.

Level II Price: $1,500 annually
Standard Advisor License: $2,000 annually

Bring Bank Truth Analytics™ to Household Financial Planning

Cash Insights LGX™ Personal & Household Edition is a developing mobile liquidity-management platform designed to help individuals, families, business owners, and their financial professionals see beyond a traditional budget.

Most personal-finance applications show what was planned, categorized, or recorded. Cash Insights LGX™ connects those expectations with Bank Truth™—what actually settled in the bank, when it settled, and how it changed available household liquidity.

Powered by FinalFlowRx’s patent-pending Bank Truth Analytics™ architecture, the platform is designed to help users and authorized advisors:

• View daily personal and household liquidity
• Track bills, obligations, autopay, and expected settlement
• Distinguish planned activity from bank-settled activity
• Anticipate liquidity pressure before a shortfall
• Create settlement-aware personal cash forecasts
• Model major purchases, life events, and alternative scenarios
• Consolidate permitted household accounts without double counting
• Provide controlled, client-permissioned advisor visibility

Expand the Advisory Conversation

Cash Insights LGX™ is not intended to replace financial-planning, investment, banking, or accounting platforms. It adds a liquidity-intelligence layer that may support billable services involving household liquidity reviews, cash-reserve planning, business-owner household coordination, life-event modeling, and ongoing cash-governance reviews.

Early-Adopter Participation

The license may include guided framework review, advisor workflow discussions, development updates, structured feedback opportunities, and consideration for future pilot or channel participation.

This advisory-practice-level license applies only to the approved purchaser. It does not license an affiliated broker-dealer, parent company, branch network, representatives, or related entities.

The platform is being designed as read-only. It will not execute trades, hold assets, take custody of funds, or route payments. Participation remains subject to applicable broker-dealer, RIA, employer, privacy, cybersecurity, compensation, and supervisory approval.

The purchase reserves the Level II annual price. The 12-month production term begins when production access is granted or as stated in the final agreement. Live client data may not be used during pre-commercial evaluation.

Purchase requires written eligibility confirmation from FinalFlowRx™.

If the Level II offer is not accepted before the Level III trigger, the annual license price advances to $2,000.

Product images are conceptual. Features, integrations, release timing, user limits, and final commercial terms remain subject to development and final agreements.

Bank Truth over Book Truth.™
When they close the books, we open their eyes.™