Elevate your marketing with actionable, data-driven Financial Insights
WealthScore
Enhanced Lead Magnets
Data-Driven insights
Financial Planning Toolkit
Attract and convert userss with tailored financial assessments powered by WealthScore. Deliver personalised insights that build trust and lasting relationships.
Show your audience what "good" looks like with our powerful features
Empower your users to take charge of their financial future. Offer tools to calculate their debt-free date and turn their aspirations into clear, achievable goals.
Empower your audience with a clear view of their projected wealth at retirement and how long their savings will sustain them, so they can plan confidently.
Trusted by thousands from worldwide
Personalised features and insights
Discover the Powerful Features That Make Sonata the Ultimate SaaS Solution for Scaling Your Business
Emergency Fund
Provides an up-to-date count of all items in your inventory. Identifies items that are running.
Retirement Outlook
Provides an up-to-date count of all items in your inventory. Identifies items that are running.
Financial Freedom
Team-building activities can help strengthen relationships and improve collaboration.
Insurance Anlysis
A diverse team brings a variety of perspectives, which can lead to more innovative solutions.
Ensure your users are financially prepared for life’s uncertainties. WealthSteer analyses their finances to provide insights into safeguarding against sickness, accidents, or worse.
Encourage better financial resilience. Guide your audience in setting and achieving personalised savings targets for unforeseen circumstances or a rainy day.
Whether you’re a financial advisory firm, a growing Finfluencer, or a leading Financial Services brand, WealthSteer is here to help you:
Deliver immediate value to your audiences personal finances
Boost conversion rates effortlessly
Unlock powerful business insights
per month
Individuals and small businesses.
Real-Time Inventory Tracking
Automated Purchase Orders
Mobile Access
Basic Reporting and Analytics
Email Support
Discover the Powerful Features That Make Sonata the Ultimate SaaS Solution for Scaling Your Business
"Our team collaboration has never been better. Sonata's integrated tools keep everyone on the same page where they are."
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Robert Fox
CEO of Tech Innovators Inc.
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Sonata transformed our operations completely. The inventory management feature alone has saved us countless hours each week!
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Michael Brown
IT Director at HC Solutions
"The customizable reports from Sonata have given us deeper insights into our business performance and helped us."
Jane Cooper
Founder of MobileMinds
"Sonata's mobile access feature allows me to manage our business on the go, which is crucial for our fast-paced environment."
Albert Flores
CFO of GreenWave Tech
"The CRM feature in Sonata has helped us track and nurture leads more effectively, resulting in a 20% increase in sales."
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Theresa Webb
COO of BrightFuture Ventures
"The real-time insights from Sonata's dashboards have been invaluable. We can now make data-driven decisions with confidence."
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Emma Roman
Manager at FreshGrocer
"With Sonata's purchase order automation, we've drastically reduced errors and streamlined our supply chain process."
Sophia Karen
Product Manager at CreativWorks
Truly understand your audience's financial goals
Truly understand your audience’s financial goals
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