The tool your analysis deserves.
From data collection to side-by-side settlement scenario modeling, SecureSplit® is the platform for the financial work divorce professionals actually deliver. Built by a CDFA who ran his practice on spreadsheets and decided that was long enough.
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.
Your work is professional grade. Your tools are a workaround.
The intake happens over email. The analysis lives in a spreadsheet you built years ago and maintain by hand. The deliverable is a PDF assembled from screenshots, and when the client’s attorney asks how a number was calculated, the answer lives in a cell formula only you can find. You produce sophisticated work with tools that undersell it.
Every step of the engagement, one platform.
Data gathering without the back and forth.
Clients complete a structured financial intake through a secure portal. You start the analysis with complete data instead of assembling it.
Analysis tied to the rules.
Support and division calculations run against state-specific, versioned rule sets. When your number gets questioned, you can show its work.
Scenarios, side by side.
Model settlement structures with cash flow analysis your client can actually compare, and produce client-facing reports clean enough to hand to their counsel.
Built to pass the reviews your clients’ institutions run.
A national broker-dealer’s compliance team took this platform through full vendor due diligence, including their business review committee, and approved it. Role-based access, two-factor authentication, audited document sharing, and calculation logs come standard. If your practice touches regulated clients, that review already answered their questions.
Available in all 50 states, with state-specific child support and spousal support calculators live in 30 states and shipping regularly.
See your workflow, upgraded.
One demo, one complete engagement, intake through settlement scenarios. Thirty minutes against the hours your current setup costs you every case.