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Decision Tracker
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.
From any advisor conversation or assessment — one click.
Urgent, active, watching, done — organized for real life.
Deadlines surface when they matter.
No credit card required. Free tier includes 20 queries/day.