Every active advisor subscription includes Builder Pro access for your own personal banking system. This means you can track your own policies, loans, deployments, and goals with the same full-featured tools your seated clients use.
Why This Matters
As a whole life banking practitioner, you likely have your own policies. Policy Stack gives you the same tracking experience your clients get — no separate consumer subscription needed.
What Is Included
Your personal Builder Pro access includes:
- Unlimited policies — track every policy in your own banking system
- Unlimited deployments and goals — no caps on capital tracking
- AI Assistant (full mode) — data-aware AI that reads your personal banking data
- AI Insights — automated observations about your personal system
- Document extraction — upload and parse your own annual statements
- Live strategic tools — Debt Payoff Path, Income Stacker, and Financing Modeler, with additional tools rolling out as production-ready
- CSV/PDF export — export your personal data at any time
How to Access It
Switch to Consumer view using the context toggle in the sidebar. Your personal dashboard, policies, and tools are all there — completely separate from your advisor practice data.