fiNeutral gives Financial Neutrals a single secure workspace to manage cases, collect documents from both parties, track Net Family Property, and deliver clean Excel exports — all without the email chaos.
No credit card required · 14-day free trial
One platform from initial engagement to final Net Family Property statement.
Each party uploads directly to their own secure portal. Documents are stored privately and never shared across cases.
Build the NFP statement collaboratively. Track assets, liabilities, deductions and disposition costs with automatic totals.
Generate a polished, court-ready NFP Excel workbook in seconds — pre-formatted and labelled, ready to attach to your report.
Set per-couple reminder schedules. fiNeutral emails both parties on your behalf so you spend less time chasing documents.
Grant each lawyer selective read access to specific documents. They see only what you've shared — nothing more.
All data is stored on Canadian infrastructure. Designed with PIPEDA compliance in mind for professional peace of mind.
Add a new couple, assign the valuation date, and open the case in under a minute.
Send secure invite links to each spouse. They create a login and access their private upload portal.
Clients upload documents, you review and organise them into the NFP statement as they arrive.
Download the finished Excel NFP statement and attach it to your report — done.
One practitioner per subscription. Unlimited cases and documents on every plan.
For independent Financial Neutrals
For established practitioners
All plans include a 14-day free trial. No credit card required. Questions? hello@fineutral.ca
Join Financial Neutrals across Canada who use fiNeutral to close cases faster.
Get started free