Decision Tracker
Every decision you're making,
in one place.
Urgency, deadlines, and what to do next.
Tax deadlines, legal decisions, insurance renewals, retirement choices — all in one tracker. Tagged by urgency, linked to the advisor's context, with reminders so nothing falls through.
How it works
1
Save decisions as you make them
From any advisor conversation or assessment — one click.
2
Track urgency and deadlines
Urgent, active, watching, done — organized for real life.
3
Never miss a filing or renewal
Deadlines surface when they matter.
Try Decision Tracker free
No credit card required. Free tier includes 20 queries/day.