Your Team, Your Terms
You’ve already built relationships you trust — Sabal just makes them easier to manage. Invite your professionals, share on your terms, and keep everything moving forward without starting from scratch.
- Invite your financial advisor, estate attorney, or tax preparer to collaborate in one shared space
- No forced switch to in-platform pros—keep the experts you trust
- Tailor each professional’s view based on what they actually need to see
Share What Matters — and Only What Matters
You shouldn’t have to open your entire financial life to get good advice. With Sabal, your pros see only what’s relevant — everything else stays private.
- Share investment accounts, not your credit card history
- Let your CPA see tax docs — not your entire net worth
- Create custom views for each pro, tailored to their role
Workflows That Actually Work
Forget the PDFs and email chains. Sabal helps you and your professionals stay in sync — without the usual back-and-forth.
- Build shared checklists to prep for meetings and track next steps
- Share key documents securely, with only the people who need them
- Keep your pros up-to-date without the manual effort
Give Pros What They Need — And Keep the Rest Yours
Sabal helps families stay financially organized and professionally supported — without the usual friction. It's built for clarity, privacy, and trust — the same values your professionals bring to the table.