One neutral space for both parties, from client intake to settlement.
Working as a neutral means serving two people at once without ever appearing to favor either. SecureSplit® gives both parties the same portal, the same document trail, and the same set of numbers, so the process stays transparent and your neutrality stays intact.
Full Pro access for 7 days. Converts to a paid plan automatically unless you change it in account settings.
A trusted IDFA software provider and preferred tool for divorce financial planning.
Neutral doesn’t mean disconnected.
You are running one process for two people who are not speaking to each other. One party sends statements to your inbox, the other drops files in a shared folder, and you rebuild the picture in a spreadsheet before every session. The moment one side sees something the other hasn’t, your neutrality is the thing being questioned.
One system, both parties, no side taken.
Secure client intake from both sides.
Each party completes the same structured financial intake in their own secure portal. You see both sets of numbers side by side and can tell at a glance what is still outstanding.
Client communication that stays in one place.
Requests, documents, and messages run through the case, not your inbox. Every exchange is logged, so what each party received is a matter of record rather than recollection.
Scenario modeling built for the table.
Model settlement options live in session and show both parties the same cash flow comparison. The conversation moves to the tradeoffs instead of whose spreadsheet is correct.
Neutral requires secure.
Access is role-based, so you decide exactly what each party can see and what stays with you. Every document share and message is logged, which means the audit trail answers questions about the process instead of your memory. SecureSplit® has passed full vendor due diligence and business review committee approval at a national independent broker-dealer.
SecureSplit® is available in all 50 states. State-specific calculators and court-ready forms are live in 30 states, with more added regularly. See the release notes for the current list.
See a case run in 30 minutes.
Book a demo and we will walk one case end to end, both parties, intake through settlement scenarios, so you can judge it against how you work today.