Intake to client-ready reports.
One place.
SecureSplit® brings client intake, support calculations, settlement scenarios, and secure document storage into one platform specifically built for divorce professionals. No more juggling email, spreadsheets, and written reports.
Full Pro access for 7 days. Automatically converts to a paid plan after 7 days.
A trusted IDFA software provider and preferred tool for divorce financial planning professionals. Built to fit existing workflows and to support your firm’s compliance review. Approved through compliance review at a national independent broker-dealer.
Built for the way you work.
Financial professionals and CDFAs.
The analysis you deliver, from data collection to client-facing reports, in the tool your work deserves.
Learn MoreFamily law attorneys.
Financial disclosures, secure document exchange, support calculations, and side-by-side settlement scenarios, ready for negotiation without leaving your case file.
Learn MoreParalegals.
Seamless client intake, secure document collection, and client communication organized in one system instead of your inbox.
Learn MoreMediating cases? The same scenario modeling and property division tools work at the mediation table. See how
Trusted software provider
The current way costs you hours
on every case. You could be adding more cases instead.
Personally identifiable information sent through email. Client documents stored in separate software. Support numbers from a state calculator, and property division in a spreadsheet. Every updated figure is a new opportunity for error.
You didn’t build your practice to do data entry.
One case, start to finish.
Intake.
Financial information can be entered by you or your client through one secure portal. No more chasing documents by email.
Analyze.
Child and spousal support calculations, property division, and pension figures from the same data, entered once.
Model.
Build side-by-side settlement scenarios with cash flow analysis, so clients can see the outcome and choose with confidence.
Secure enough for a broker-dealer’s compliance team. Because that’s our standard.
SecureSplit® passed full vendor due diligence and business review committee approval with a national independent broker-dealer.
Your client’s financial information is the most sensitive data in your office.
It should not live in email attachments.
What the review covered
Role-based access
Two-factor authentication
Encrypted traffic
Versioned document storage
A full audit trail on every calculation and share
Available in all 50 states.
Every state has full access to: client intake, secure document exchange and client communication, property division and equalization calculator, full audit trail, pension and RSU calculators, side-by-side settlement scenario modeling, cash flow analysis, and client-facing reports.
State-specific child support and spousal support calculators are live in 30 states, each with court-ready documents, and shipping regularly. Every calculation ties to a rule set, so you can show exactly how the number was derived.
Built by a CDFA who got tired of the workaround.
Jamie Lima spent years running a divorce financial practice the way everyone does: one tool for calculations, another for documents, spreadsheets holding it together. SecureSplit® is the platform he needed and could not find. It is now a trusted IDFA software provider and a preferred tool for divorce financial planning professionals.
Jamie Lima, CDFA®
Straightforward pricing.
Firm plans available. Trials convert to a paid plan automatically after 7 days using the card on file. Cancel anytime, and your data exports in standard formats whenever you want it. No lock-in.
See pricingSee a case run in 30 minutes.
Book a demo and watch a complete case move through intake, calculations, settlement scenarios, and a finished client-facing report, with someone who can answer your questions as it happens.
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