Heri Fi

Welcome to Heri Financial, a comprehensive application designed to guide your financial wellness journey through actionable insights and coordinated insurance protection. Heri allows you to organize your financial life, securely store essential legal directives, and communicate seamlessly with your dedicated advisor.

Key Features: Financial Planning & Tracking
 • Budget Tracker: Monitor income and expenses with customizable categories and real-time visual charts.
 • Debt Planner: Organize balances and strategize your debt repayment timeline.
 • Emergency Funds: Set target goals for your cash reserves and track your savings progress.

Insurance & Protection
 • Policy Dashboard: Consolidate your insurance policies in one place. Track premium amounts, renewal dates, and beneficiary percentage splits.
 • Coverage Analyzer: Identify potential gaps in your protection strategy based on your life stage and personal financial goals.

Secure Document Vault
 • Private Storage: Safely upload and store your most critical legal documents, including your Final Will, Health Care Directives, and Power of Attorney.
 • Security: You retain full ownership, and documents are kept entirely private for when you need them most.

Direct Advisor Access
 • Secure Messaging: Communicate directly with your personal advisor to ask questions and receive tailored guidance.
 • Booking System: Schedule consultations, follow-ups, and annual reviews.
 • Smart Notifications: Receive automated alerts for impending renewals, schedule updates, and important financial action items.