If you're a financial advisor or financial professional looking to use Tiller with your clients here's how to get started:
- Ask your clients to start a free 30 day trial of Tiller using their own Google Account.
- Your clients will connect their bank accounts through our secure data aggregation service to the Tiller Console under the Account Summary area.
- We recommend that you suggest a Google Sheets template that your client should start out with from the Tiller Console.
- Once the Tiller-powered Google Sheet is created it's accessible via your client's Google Drive. Your client can share their sheet with your Google account via your gmail address with the permissions you agree are suitable.
Frequently Asked Questions
Is my client's data private and secure on Google Drive?
Security and privacy are top priorities here at Tiller and Google has invested heavily in the security and privacy of its consumers data.
Can I use Microsoft Excel for my clients instead of Google Sheets?
Yes, but the workflow is a little more complex because of the way the updates make it into the sheet. Your client would need to store their Excel workbook on OneDrive and could share it with you via OneDrive and a Microsoft Live account. However, they would need to update it for the most recent data to flow into the sheet. Google Sheets has automated updates to the sheet without user intervention being required.
Can I pay for my client's subscription?
At this time we do not have an automated way to allow advisors and financial professionals to pay for their clients' subscriptions.
One creative option would be to issue your client a re-fillable gift card that you re-charge each time their renewal is coming up. Another is to offer them a credit for the $59 annual subscription fee.
Do you offer enterprise or bulk subscription discounts?
We do not offer discounts for enterprise or bulk subscriptions at this time.
Can I create my own Google Sheets or Excel template for my clients to use with Tiller's data feeds?
Microsoft Excel works well for this if you map it to work with our data feed.
Google Sheets can work for this workflow too if you create a sheet that can be easily copied into a Tiller-powered Google Sheet or are comfortable setting up an IMPORTRANGE between your client's master data sheet and your own Google Sheets template.
What type of customer support does Tiller offer?
We offer thoughtful and friendly real human support via email or chat.