Software development
Building the next generation of financial software.
M&S Analytics creates precision-built platforms for the financial advisory industry. Our flagship product, Cloé, redefines personal bookkeeping at scale.
Our flagship product
The first scalable personal bookkeeping software platform for advisors. Cloé brings next-generation financial clarity to advisors and their clients — built for precision, designed for scale.
Access Cloé→Our mission
Precision software for a complex world.
M&S Analytics was founded on the belief that personal bookkeeping professionals deserve software built to the same standard as the work they do.
We build platforms that are rigorous, elegant, and designed to grow with the advisors who rely on them.