The Complete Divorce
Financial Toolkit
Streamline financial discovery, automate client data collection, and deliver professional reports—all in one secure platform.
Everything You Need for Financial Discovery
Purpose-built tools that help divorce professionals collect, organize, and analyze financial data with unprecedented efficiency.
Intelligent Client Portal
Guide clients through complex financial disclosures with smart forms that adapt based on their responses. Auto-save ensures no data is lost.
- Step-by-step guided intake process
- Automatic validation and error checking
- Secure document upload with OCR
Comprehensive Case Management
Manage multiple parties, track data collection progress, and maintain a complete audit trail—all from one centralized dashboard.
- Multi-party case support
- Real-time progress tracking
- Automated reminder system
Professional Financial Reports
Generate court-ready financial affidavits and disclosure statements with one click. Export to PDF, Excel, or integrate with your existing tools.
- Jurisdiction-specific templates
- Automatic calculations and summaries
- Multiple export formats
Simple, Streamlined Process
Get started in minutes and see results immediately
Create Case
Add case details and party information
Invite Clients
Send secure invitations to collect data
Review Data
Monitor progress and validate information
Generate Reports
Export professional financial documents
Bank-Level Security
Your clients' sensitive financial data is protected with enterprise-grade security
256-bit Encryption
All data encrypted at rest and in transit
Multi-Factor Authentication
Enhanced login security for all users
Daily Backups
Automatic backups with point-in-time recovery
What Makes SecureSplit Different
Built by professionals who understand the unique needs of divorce finance
We've already delivered these outcomes manually to hundreds of clients. SecureSplit automates what already works.
That is amazing! I hate that program (referring to competitor), and it's the only one out there (until now).
The $50B+ divorce ecosystem has no financial planning software designed for advisors, encompassing all of our needs. This is a Clio, dTour.life, and FLS marriage for divorce finance.
Ready to Transform Your Practice?
Join hundreds of divorce professionals who save hours every week with SecureSplit