The financial advisor software that runs your planning practice.
Genaya brings referral calls, intro calls and annual reviews by video, e-signed intakes and planning agreements, fixed-fee plans, and recurring planning fees onto one client record, so a fee-only practice stops juggling tools around the planning work.
It works with what you already use
Price every plan the same way
Keep your plans, analyses, checkups, and ongoing planning fees in one Price Book with a set price and a description, so every proposal quotes the same flat fee, whoever on the team builds it.
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Review season without the chasing
Annual review reminders, intake follow-ups, and overdue-invoice nudges go out on their own. Send every household a note a week before its review, so clients arrive with this year's changes and nobody in the office has to remember to ask.
Learn moreLet every household book its own annual review
Review season is mostly scheduling. Publish an annual review booking page, then text or email its link to each household that is due. They pick an opening from your real calendar, get a confirmation email, and the review lands on your calendar, tied to the household's client record - so October fills itself instead of your phone line.
Learn moreThe household's side of the plan, in one link
Grace opens one secure link - no account to create - and sees the plan fee she approved and signed, the invoice she paid, and the day her plan is delivered, all under your practice's name. Send the planning agreement with Grace and Walt as separate signers and each one signs from a private link that opens in the same portal; every signature and payment lands on the household's record.
Learn moreAsk every household how the review went
Stars on your profile tell you who is happy; a survey tells you what to change before next season. Share a short survey link after each annual review - in the thank-you text, the follow-up email, or an automation - with a 0 to 10 would-you-recommend question, an emoji scale, a yes or no, and a line of open text. Answers land in your Engage timeline question by question, and each survey counts its views and responses.
Learn moreMeet by video, leave with the next steps
Hold intro calls, plan deliveries, and annual reviews in a Genaya Room that clients join from a link. Admit them from the waiting room, record only when you choose (everyone sees that it is recording), and with Room Intelligence on, the next steps show up as you talk - the plan estimate, the follow-up task, the next meeting - to add with one tap.
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Every intake done to the same standard
Build your planning intake once in E-Sign Docs - goals, income, pension and Social Security, insurance, beneficiaries - and your planner fills it in with the client on the call, with required fields so no question gets skipped. The statements a client shares go on the appointment's files, and your planning agreement goes out for signature with a signing link for each spouse.
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Put the plan fee in writing
Turn what the intake turns up into one flat-fee plan estimate. Pull the plan, the analyses, and the checkups from your Price Book, attach the intake and the statements, and the client approves and signs it in the client portal. The approved estimate becomes the invoice without re-typing a line.
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Planning fees that bill themselves
When a household stays on for ongoing planning, enroll them on a flat fee once - monthly, quarterly, or any interval from weekly to yearly. Every cycle creates its own invoice and charges the card or bank account on file, or emails the invoice with a pay link. It bills the flat fee you set; Genaya does not calculate fees from account balances.
Learn moreRun your operation on Genaya
Try Genaya free for 14 days
No credit card needed. Bring your clients over and run your first day on Genaya.
Review season opens today.
One review-season day, from first call to signed plan
Follow a single October Tuesday at a fee-only planning practice that runs on Genaya - a planner, an associate, and an office manager. Every moment below is the same platform and the same client record - no tool switches, no re-typing.
A referral calls about a deadline
A couple sent by a longtime client has a pension choice due March 1 - a lump sum or monthly checks for life. Nobody is in yet, so the AI Receptionist answers, checks Elena's calendar, books an 11:00 intro call, and logs the Holloways as a new lead.
Review season fills the calendar
The Brennans' annual review keeps its 9:30, the 7:42 call takes the 11:00 intro slot, and Sam's plan delivery holds the afternoon. Jo sends the video link for the 11:00, and everyone in the office sees the same day.
The intro call finds the deadline
Elena admits Grace and Walt from the waiting room - the reminder text went out on its own at 10:30. Sam fills in the planning intake as they talk, and the pension packet Grace emailed goes on the appointment's files. The real question is on the table: March 1.
The plan fee is signed
Elena builds a fixed-fee plan estimate from the Price Book and sends it right after the call. Grace opens it in the client portal, approves, and signs - the plan is underway before the afternoon meetings start.
Invoice ready, paid in minutes
Approving in the portal turned the estimate into the invoice on its own - same record, same $4,200. Grace pays by card from the same page, and the fee is on its way to your bank.
The review lands
The Brennans' annual review wrapped this morning with their plan on track. Marking it done sent the review request on its own, and five stars reach your profile before the office closes - nobody had to remember to ask.
The planner sees the whole practice
Door locked, phones quiet. The dashboard shows what the first day of review season did - meetings held, the plan fee signed, the Brennans' quarterly fee charged, the rating - on one screen, with the Holloway plan delivery already booked.
Built for the practices that plan for families
See your own day on Genaya
Book a demo and we will walk through your calls, schedule, estimates, and payments, or start free today.
Financial advisor questions, answered
The short version of what planning practice owners ask before they switch to Genaya.
Genaya runs the client side of the practice in one platform: calls, texts, and the AI Receptionist, website forms and booking pages, the calendar for intro calls and reviews, video meetings, E-Sign Docs, estimates and invoices for your planning fees, recurring billing, automations, and reporting. The first call, the intake, the signed plan fee, and every payment stay on the same client record.
No. Genaya does not hold, trade, or report on investment accounts, does not connect to custodians or account feeds, and does not bill fees from account balances. Keep that work in the systems you use today; Genaya handles the calls, meetings, documents, follow-ups, and flat planning fees around it.
No. Genaya is not a compliance archive or a books-and-records system, and it does not make a practice meet any regulator's rules. Calls can be recorded with a recording notice, and texts, calls, and signed documents stay on the client's record, but whether that meets your own obligations is for you and your compliance advisor to decide.
Yes. Enroll a client on a recurring plan with your own line items, billed weekly, every two weeks, monthly, quarterly, or yearly. Every cycle creates its own invoice and either charges the card or bank account on file or emails the invoice with a pay link, and you can pause or cancel a plan at any time.
Build the plan as an estimate from your Price Book and attach the files that back it, like the intake. The client opens it in the client portal, approves, and signs, and an estimate approved in the portal becomes the invoice automatically, ready to pay.
Yes. Build your planning agreement once in E-Sign Docs with its signature lines, then send it for signature with each spouse as a signer. Each signer gets a private link by email or text and signs in the client portal, and the signed PDF stays on the record. The planning intake is an E-Sign Docs document your planner fills in with the client on the call; a questionnaire clients fill in before the meeting is an Engage Form, and its answers land in your lead table.
Yes. Genaya Rooms are video meetings clients join from a link, with a waiting room and recording only when you choose (everyone sees that it is recording). With Room Intelligence turned on, it suggests next steps from the conversation, like an estimate, a task, or the next appointment, and one tap adds each one.
Yes. Put a booking page on your site that shows your real availability, or a work-with-us form whose answers land in your lead table. When a prospect calls instead and nobody can pick up, the AI Receptionist answers, books the intro call, or takes the details for a call back.
Your planners do the work.Genaya handles the rest.
The AI Receptionist answers while you are in a review, plan fees are signed before the next meeting starts, and ongoing planning bills itself every quarter. One platform for the front office, the planners, and everything in between.
