Overview:
Help clients get the most out of Piere by reviewing Xray insights, transaction breakdowns, and progress metrics.
Key Features to Highlight:
- Xray Insights
This tool gives clients actionable suggestions to save money, avoid fees, and pay off debt faster—based on their own spending patterns. - Reports (Breakdown)
Teach clients how to filter their transactions by account, category, tag, spending type, or date. This makes it easy to spot overspending or track improvements over time. - Trends & Comparison
Clients can view spending over time in Trends, and compare two periods side by side in the Comparison view, perfect for quickly viewing the impact of financial changes recommended by their counselor - Net Worth
In the Reports tab, the Net Worth view tracks their assets and liabilities over time to translate their spending discipline to increasing net worth and less debt
Support Reminder:
For app-related questions, clients can contact the Piere support team via the app’s settings menu. For financial guidance, you (their counselor) remain their go-to resource.