For Professionals
All of your clients’ finances at a glance
Sampul for Professionals lets you collaborate directly with your clients on cash flow and budgeting — so you can guide them with their real numbers, not guesses.
Built for
- Financial Advisors
- Money Coaches
- Tax Professionals
- Estate Planning Attorneys
Tools for pros, of all kinds
See what they see — then help them act
Full view of their accounts
Get real-time visibility into linked accounts so you understand cash flow, net worth, and spending without chasing statements.
Advice grounded in habits
Make recommendations from actual spending and saving patterns — not what clients think they spend.
Course-correct together
Spot budget drift early, set goals side by side, and keep plans honest as life changes.
Professionals dashboard
Easily switch between clients
Open any sponsored client’s household view — cash flow, net worth, budgets, and more — then jump to the next one.
For Professionals
Amina Rahman
Net worth
RM 428,600
Cash flow
+RM 2,140
this month
Budget used
68%
A tip from their numbers
Dining out is 22% over budget — a good conversation starter.
Linked accounts: 6
How it works
Four steps from invite to insight
Invite your client
Send an invite to Sampul. Sponsor their subscription, or have them cover the cost.
They connect accounts
Your client signs up and links their Malaysian bank accounts — read-only, so money never moves through Sampul.
See their finances live
Get real-time visibility to better understand cash flow, net worth, establish a budget, and more.
Switch clients anytime
Move between households on your Professionals dashboard — one calm place for every client you support.
Pricing
Free to start. Clear when you sponsor.
Signing up for a Professionals account is free during early access. When paid plans arrive, you’ll sponsor clients at a clear monthly rate — no surprises.
RM0/ month for your Professionals account, during early access
- Free Professionals dashboard
- Invite and collaborate with clients
- Real-time cash flow, net worth, and budgets
- Switch between client households
- Client can revoke access anytime
Sponsored-client pricing will be announced before early access ends. Households you don’t sponsor can still grant you access if they pay themselves.
Get started freeFAQs
Common questions
Create a free account and tell us you’re a professional when you get in touch — or email professionals@sampul.app. We’ll help you set up your dashboard and first client invites.
No. Your Professionals account is free during early access. You’ll only pay later if you choose to sponsor client subscriptions — and we’ll tell you the rate before anything changes.
Yes. Existing households can grant you professional access from Settings → Members. Access is read-focused, revocable anytime, and expires after 60 days unless renewed.
With their permission: linked accounts, cash flow, budgets, goals, and related planning views. You can’t move money. Clients stay in control and can revoke access whenever they want.
Yes. Connections are read-only, data is encrypted in transit and at rest, and we never sell personal data. See our Security page for the full picture.
Make your advice clearer — with their real numbers
Join advisors, coaches, tax pros, and estate planners who use Sampul to stay close to every client’s cash flow.