TMA — Time, Money, Assets

TMA helps people whose results come from their own daily activity (advisors, agents and other commission-based professionals) run their working day. Connect Claude to your own TMA account and ask in plain words.

Start the day with your brief: your first move and why, today's standard and where you stand against it, the relationships that need you, your calendar, and any meetings still waiting to be closed out. Find a person in your Book and read their story. Add a prospect, or import a list without counting invites. Book, reschedule, set a reminder on, complete or cancel a meeting. Resolve a follow-up, log the activity you tell Claude you did, capture field notes and to-dos, and read your Record.

Draft post ideas with Claude, then save the ones you approve to your TMA Studio, change their planner dates or platforms, or delete one when you ask. Planner dates are reminders for you: they never publish anything or mark a post as posted. Read TMA's product help, and create or read your own support questions, feedback and bug reports. TMA support reads and answers them, usually within one business day.

Claude acts only as you, after you sign in to TMA and approve the connection, and you can disconnect it at any time in TMA's Settings. The TMA app does not run AI models. These tools don't move money, process payments, give financial advice, manage account security or contact anyone on your behalf.