Free tools & calculators
Run the numbers in your browser. No signup. No data leaves the page.
Six free calculators across coaching software cost modeling and HNW tax planning. Three for coaches deciding whether to switch, three for HNW operators stress-testing their tax situation.
Trainerize Cost Calculator
Plug in your roster size + Trainerize tier; see your projected per-client cost vs. flat-fee Cadence. Most coaches save $40-$200/mo.
Open calculator →
Coach Tier Quiz
7 questions, ~90 seconds. Tells you which Cadence tier (Solo / Founding / Coach / Studio / Agency) matches your current practice.
Take quiz →
Migration Preview Tool
Upload your Trainerize/TrueCoach/Everfit export CSV. Browser-only — no upload. Previews tenure stats and flags dormant clients.
Open preview →
21-Day Migration Playbook (Free PDF)
6-page playbook on switching coaching software without losing clients. Day-by-day sequencing across 5 phases + per-platform export instructions. Brand-agnostic.
Get the PDF →
Free 15-Min Coaching Software Audit
We compute your real all-in cost across Trainerize / TrueCoach / Everfit / MyPTHub / FitBudd at YOUR roster size. Honest verdict on where the leak is. Even if you don't switch.
Book the audit →
Decision Toolkit (Free PDF)
4 guides bundled: real-cost calculator + should-you-switch decision tree + 21-day migration sequence + 7-day white-label launch checklist.
Download PDF →
Cost Comparison Spreadsheet (Free .xlsx)
Downloadable Excel sheet — plug in your roster size and the formulas recalculate live across all 5 platforms vs Cadence. 4 tabs.
Download spreadsheet →
AMT Calculator
Estimate your Alternative Minimum Tax exposure — IRC §55-§59. For tech employees planning ISO exercises. Educational only.
Open AMT calc →
QSBS Calculator
§1202 federal capital-gains exclusion estimator. 5-year hold + $10M / 10× basis ceiling. Educational only.
Open QSBS calc →
Wash Sale Detector
Cross-broker wash-sale checker (IRC §1091, Rev Rul 2008-5). Catches the surprise the brokerage 1099 won't. Educational only.
Open detector →
Cadence by niche
Five specialty landing pages — Cadence built for your specific practice.
Each page covers the niche-specific feature stack, common pain points, four niche FAQs, and long-tail search coverage. Built for the five practice types Cadence is most often deployed for.
For nutrition coaches
Macro tracking + meal plans + check-ins on one calendar; lifetime AI memory reads every log; six wearable integrations.
See nutrition build →
For strength coaches
PR tracking, progression trees, periodization across cycles; lifetime memory reads every set, every cycle, every deload.
See strength build →
For postpartum coaches
Trimester-aware programming, pelvic-floor compliance, birth-to-return-to-sport memory across the recovery arc.
See postpartum build →
For calisthenics coaches
Skill-progression trees, hold timers, ring/bar/floor variant tracking — your brand, your app, your skill ladder.
See calisthenics build →
For online coaches
24-hour app deploy. Stripe billing direct. Six wearables. Lifetime AI memory across the full coach-client arc.
See online-coach build →
Side-by-side comparisons
Cadence vs every major coaching platform.
Eleven head-to-head pages with real pricing, feature-by-feature breakdowns, and search-intent coverage for the platform-specific keywords coaches actually search.
Cadence vs Trainerize
Per-client billing vs flat-fee unlimited. Branded vs Trainerize-skinned. Migration tooling included.
See comparison →
Cadence vs TrueCoach
Tiered per-client pricing vs flat fee. AI plan generation vs lifetime AI memory.
See comparison →
Cadence vs Everfit
Per-client cost ladder vs flat unlimited. Generic AI vs lifetime memory. White-label depth.
See comparison →
Cadence vs CoachRx
CoachRx focuses on programming engine. Cadence covers programming + nutrition + check-ins + AI + branding.
See comparison →
Cadence vs TeamBuildr
TeamBuildr is built for team programming. Cadence is built for solo coaches selling 1:1 packages.
See comparison →
Cadence vs Practice Better
Practice Better is HIPAA-compliant clinical EHR. Cadence is fitness/nutrition coaching software.
See comparison →
Cadence vs PT Distinction
PT Distinction is per-client. Cadence is flat-fee unlimited. Branding depth is the bigger gap.
See comparison →
Cadence vs My PT Hub
My PT Hub uses per-client pricing tiers. Cadence is flat-fee. White-label is real, not skin-deep.
See comparison →
Cadence vs FitBudd
FitBudd is per-client app reskin. Cadence is structurally white-label with lifetime AI memory.
See comparison →
Cadence vs Mighty Networks
Mighty Networks is community + courses. Cadence is coaching app — programs, check-ins, AI, billing.
See comparison →
Cadence vs build-your-own
DIY route is $30K-$120K + 6+ months + ongoing maintenance. Cadence is $39-$499/mo, live in 24 hours.
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HELM side-by-side comparisons
HELM vs every major wealth-tracking platform.
Six head-to-head pages comparing HELM's manual-first architecture against the aggregator-based incumbents.
HELM vs Empower (Personal Capital)
Empower uses Yodlee aggregation; HELM is manual-first by architecture.
See comparison →
HELM vs Monarch
Monarch uses Plaid; HELM uses no aggregator credentials at all.
See comparison →
HELM vs Kubera
Both target HNW operators. Tax Brain + Roth ladder + manual-only is HELM's edge.
See comparison →
HELM vs Copilot Money
Copilot is consumer budgeting; HELM is operator-grade wealth OS.
See comparison →
HELM vs Quicken Simplifi
Simplifi for everyday spending; HELM for asset-class breadth + tax planning.
See comparison →
HELM vs Tiller
Tiller is spreadsheet-based; HELM is purpose-built wealth OS with Tax Brain.
See comparison →
Glossary
26 plain-language definitions across coaching, wealth, tax, SEO, SaaS.
A-Z index of terms that come up while evaluating coaching software, wealth software, and tax planning. Written by the studio that ships Cadence and HELM. No marketing fluff.
Open the full glossary
All 26 terms grouped A-Z. Each term has a Speakable schema entry for voice search.
Open glossary →
White-label coaching app
A coaching app where the coach's brand — not the platform's — is the visible identity.
Read definition →
Per-client pricing
A pricing model where the platform charges a fee for each active client a coach manages.
Read definition →
Lifetime memory AI
Coaching AI that retains complete client history (every PR, meal, check-in, wearable signal).
Read definition →
Wash sale rule
A tax rule that disallows a capital loss if you buy substantially identical replacement securities within 30 days.
Read definition →
QSBS — §1202
Stock in a qualified C-corp eligible for federal capital-gains exclusion up to $10M or 10× basis after 5-year hold.
Read definition →
AMT — IRC §55-§59
A parallel federal tax system that catches certain income that escapes regular tax.
Read definition →
Roth conversion ladder
A multi-year strategy of converting traditional IRA dollars to Roth in low-income years.
Read definition →
Studio notes
Working notes on coaching software, wealth tools, and operator workflow.
30+ posts spanning fitness coaching software (best app rankings, white-label cost analysis, niche playbooks), wealth tooling (manual-first wealth tracking, real-estate automation), and tax planning (AMT, QSBS, wash sales, Roth ladders, Monte Carlo).
Open the full blog
All 30+ posts. Each has BlogPosting + author markup; many have HowTo for procedural rich results.
Open blog →
Best fitness coaching app — 2026
Honest ranking of every major fitness coaching platform with verified pricing as of publication.
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Switch platforms in 21 days
Day-by-day playbook for migrating off Trainerize/TrueCoach/Everfit without losing clients.
Read post →
Trainerize white-label cost reality
What Trainerize actually costs once you scale beyond the included clients. Real math.
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Plan ISO exercises around AMT
Educational walkthrough — how AMT preferences from ISO exercise can blindside startup employees.
Read post →
QSBS for tech employees
Educational walkthrough — qualifying stock for §1202 federal capital-gains exclusion.
Read post →
Wash sales across brokerages
Educational walkthrough — how the rule applies across taxable + IRA + Roth + spouse accounts.
Read post →
The aggregator problem
Why HELM is built without aggregator credentials anywhere — the breach math behind manual-first.
Read post →
Studio core
Pricing, security, capabilities, and the studio mission.
Core studio pages. The why, the how, the price, and the architecture.
About Vantage Digital
Texas-based productized studio. Cadence first, HELM second, Operator OS Playbook third.
Read about →
Cadence — coaching SaaS
White-label branded coaching app for fitness, nutrition, postpartum, calisthenics, and online coaches.
Open Cadence →
HELM — wealth OS
Manual-first wealth tracking + tax planning for HNW operators. No aggregator credentials anywhere.
Open HELM →
Operator OS Playbook
8 frameworks + Notion templates + walkthrough video + 20+ AI prompts for solo operators.
See playbook →
Security architecture
How Cadence and HELM handle credentials, data, encryption, and breach surface area.
Read architecture →
Cancel + refund policy
14-day setup refund + 30-day subscription guarantee. Plain language. No exit interview.
See policy →