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 III — Final Early-Adopter Entry | $2,000 Annually

Available following the third qualifying meeting with FinalFlowRx™ or beginning 21 calendar days after the first official introductory meeting, whichever occurs first.

The $2,000 annual license reflects the standard advisor-license price and is the final entry point under the Early-Adopter Advisor Program.

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.

Advisor 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 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™.

Participation after Level III will be considered under the commercial pricing, onboarding, training, and implementation terms then in effect.

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.™