Your banking systemis already working.Can you see it?
Think long range. Track policies, loans, and deployments in one place. See how capital flows through your system — full clarity, full control.
Free forever for one policy. No credit card required.
See your system in one place.
Your Banking System
+$4,280past 30 days
3 policies · 4 deployments earning ~$1,847/mo · 30% deployed
$109K
$47.2K
30% of total CV
~$1.8K/mo
Last snapshot: 2 days ago
3 of 3 updated in last 30 days
Your system velocity increased 18% this quarter. Penn Mutual policy is approaching optimal deployment capacity.
Ask anything about your system →
If you understand what's really happening, you'll know what to do.
You've built something sophisticated. You're tracking it with something that isn't. Policy Stack replaces the spreadsheet with purpose-built infrastructure that understands whole life banking.
Features
Precision tools for serious practitioners
Built for practitioners running multiple policies, loans, and deployed capital.
Every policy, one dashboard
Track cash value, death benefit, premiums, and loan balances across all carriers. Upload screenshots — we extract the numbers.
Know your loan position
See which policies are leveraged and by how much. Track restoration progress. Never wonder about your loan position again.
Capital deployment tracking
Follow capital from policy loan to deployment and back. Cash flow schedules, note progress, and maturity dates — the full cycle, tracked.
9 advanced analytics tools
Model income stacking scenarios, run debt sequencer comparisons, and project vehicle financing — plus 6 more tools for every decision in your banking system.
System intelligence
Weekly analysis of your banking system. Velocity trends, system-level trends, and metrics that matter.
Goal tracking
Emergency fund. Rental down payment. Passive income target. Link goals to specific policies and track progress.
Banking system statements
Generate bank-style PDF statements filtered by policy, insured, or carrier. Export the data you need — loans, restorations, premiums — with full control over columns and date ranges.
Every policy, one dashboard
Track cash value, death benefit, premiums, and loan balances across all carriers. Upload screenshots — we extract the numbers.
Know your loan position
See which policies are leveraged and by how much. Track restoration progress. Never wonder about your loan position again.
Capital deployment tracking
Follow capital from policy loan to deployment and back. Cash flow schedules, note progress, and maturity dates — the full cycle, tracked.
9 advanced analytics tools
Model income stacking scenarios, run debt sequencer comparisons, and project vehicle financing — plus 6 more tools for every decision in your banking system.
System intelligence
Weekly analysis of your banking system. Velocity trends, system-level trends, and metrics that matter.
Goal tracking
Emergency fund. Rental down payment. Passive income target. Link goals to specific policies and track progress.
Banking system statements
Generate bank-style PDF statements filtered by policy, insured, or carrier. Export the data you need — loans, restorations, premiums — with full control over columns and date ranges.
Pricing
Start free. Upgrade when you're ready.
- 1 policy, unlimited loans
- Manual Policy Snapshot updates onlyNo AI document extraction.
- 5 deployments, 5 goals
- 3 strategic toolsDebt Sequencer · Borrowing Strategy · Vehicle/Equipment
- Promissory Note TrackerTrack notes receivable, payments, and amortization schedules.
- AI Assistant for helpGet answers about Policy Stack and whole life banking concepts.
- 250 MB document storage
- Net Worth Tracker
- AI Insights
- Document extraction
- Advanced analytics
- Export
Coming Soon!
- Everything in Starter, plus:
- Unlimited policies, loans, deployments
- AI Assistant — full mode, unlimitedAsk questions about your policies. Strategize. Upload documents. Update data.
- AI Insights — unlimitedPersonalized strategy analysis powered by AI.
- Smart Document ExtractionUpload statements or carrier screenshots — values populate automatically.
- Advanced Analytics
- All 9 strategic toolsCapital Velocity · System Runway · Restoration Scenarios · Cash Value Projector · Income Stacker · Family Banking Engine
- CSV + PDF export
- Shareable URLs for strategic tools
- Partner collaboration
- Unlimited storage
Coming Soon!
Promissory note servicing for practitioners lending within their family banking system. Everything in Builder Pro, plus note management, payment tracking, and amortization tools.
Coming Soon!
For Whole Life Professionals
Scale your practice. Delight your clients.
Give your clients Builder Pro from day one — more value, more reason to refer, more reason to stay. A CRM that speaks Whole Life. Scenario tools your clients can see. Pipeline tracking from first conversation to policy issued. Purpose-built practice infrastructure — not another generic CRM.
Start with a 30-day free trial. Plans from $49/month.