Features

Enjoy a distraction-free experience with the removal of all general advertising. You’ll still receive personalized offers, such as discount coupons for your favorite hobbies, better insurance products, and third-party specialty support.*legal for details

Your Dashboard, Your Way. You can now choose from three distinct layouts, each designed to help you focus on the financial data that matters most. Instantly switch between an at-a-glance summary, a detailed analytics view, or a layout focused on key performance metrics to match your needs

We built our applications to work together, ensuring a native and intuitive experience. This familiar interface makes using our platform effortlessly simple.

Our expertly designed workflows are tailored for every section, making your process smoother, more detailed, and truly appreciated. Unlock efficiency today!

Exclusively for our community, this chat helps you get work done faster. It provides a centralized space for individuals and teams to collaborate while ensuring every conversation is professional and compliant.

Plan Your Future with Confidence, Our planning tools help you turn goals into action. Whether it’s buying a home, saving for college, or retiring early, we break down the financial math and timelines so you can clearly see what it takes to achieve your dreams. Personalized, powerful, and built for real life.

Store, share, and collaborate on all your critical documents within our secure platform. With Two-Factor Authentication (2FA), your sensitive information is protected, allowing seamless teamwork exclusively within our software.

Managing who can see your work is now effortless. Our tools make it easy to grant, check, or revoke access at any time, giving you peace of mind while collaborating.

Get ready for an AI built exclusive to our platform that will help you streamline workflows, automate tasks, and provide intelligent insights, making your work faster and smarter. This feature is coming soon.

Effortlessly segment your contacts into custom groups—like Friends, Colleagues, and Professionals. Easily manage permissions for each group, ensuring you control who can access information and how they are notified.

Seamless integration with Google Contacts, Google Tasks and Google Calendar, Microsoft (Outlook) Contacts and Apple Contacts. 

Achieving your goals requires more than just smart decisions. Our platform gives you the tools to understand the crucial effects of inflation and taxes on your portfolio, ensuring your results are based on great data.

Choose how you analyze your returns: leverage static models, define custom scenarios, or tap into 25 years of historical data spanning 13 investment types. Get the precise insights you need for smarter decisions.

Our software seamlessly connects to your financial institutions, automatically populating your investments, bank accounts, loans, budget transactions, and more with just a few clicks.

Gain deep insights with our highly detailed workflow for 17 different investable assets, both physical and intangible. It’s perfect for professionals who need robust data without sacrificing ease of use.

Track Your Stuff, Stay in Control. Keep a detailed inventory of everything you own—at home, work, or storage. Easily log valuables, everyday items, work or personal, for insurance purposes or personal peace of mind. Know exactly where things are, what they’re worth, and who you’ve loaned them to. Stay organized and protected.

Your Collection, Fully Tracked. From baseball cards and coins to sneakers, vinyl, and more—track up to 65 types of collectibles in one place. Log details, monitor value, and stay organized with ease. Whether you’re a casual hobbyist or serious collector, always know what you have and what it’s worth

Sync Mobile – Our mobile application (Apple and Android) and desktop application sync automatically, making it easy to manage your home inventory or collectibles. It’s the perfect tool for fun or for peace of mind.

This financial dashboard presents a comprehensive liabilities and credit overview, displaying total debt balances with breakdowns between different types of loans and credit accounts, visual charts showing debt distribution patterns, summary statistics for credit lines and balances, and a detailed table listing individual accounts with their respective balances, interest rates, payment amounts, and maturity information.

Get a complete dashboard overview of all your insurance policies. Easily drill down for detailed information, ensuring you always know what’s covered and can manage your policies with confidence.

Beyond simple storage, keeping your documents here allows our platform’s powerful features to do the work for you. With your data organized and ready, you can simplify tasks like form filling, claims, and more.

Our platform provides workflows for 15 different income types and allows you to define taxation for each one. This level of detail is the key to an accurate and complete financial overview.

Your Budget, Your Way. Go beyond spreadsheets and basic tools. Our users have the ability to control their budget for themselves, partners, and families. The platform is highly customizable to meet each user’s unique budgeting needs.

The irony of subscription trackers is they charge a subscription fee, but isn’t the goal to save money? Our platform lets you monitor all your subscriptions for free, so you can finally stop paying another provider just to manage your spending.

Our feature helps you understand the financial impact of a disability. It simplifies a complex topic by allowing you to analyze benefits and track your information, giving you peace of mind.

Find a clear path forward. Our Divorce Analysis feature is designed to reduce the volatility of a difficult situation. It provides a single platform to handle both the financial and emotional aspects of your divorce. Analyze the impact on your assets and taxes while also managing sensitive issues like visitation rights and the division of personal items.

Don’t Wait Until It’s Too Late.

Our Legacy module helps you provide peace of mind by giving clear, detailed instructions for your loved ones. It allows for secure team collaboration, so you can create a plan now, while you are able, to ensure your wishes are honored and your family is prepared. Learn more at WhenIDie.com and IFIDie.com

Our Disaster Preparation feature helps you prepare for, instead of react to, unplanned events. It’s designed to lower your stress and protect your loved ones with a comprehensive plan that’s accessible from anywhere. The plan includes vital information on where to meet, who to call, how to deal with your home during an earthquake, fire, or flood, and warnings from local and national services.

This feature helps you create a lasting, digital legacy. It allows you to build a personal “wall” by uploading stories, photos, and videos, which can then be securely shared with loved ones. It’s a dedicated space to preserve your memories and share your life story, giving your family a clear and accessible record for generations. (A stand alone application included free as a Founders Club benefit. V2 roadmap for seamless integration into our platform)

Two-Factor Authentication (2FA) and Security Monitoring are essential features that work together to protect your account. 2FA adds a critical second layer of protection, while Security Monitoring provides continuous oversight to detect any unusual activity, keeping your data safe.

Your Data, Your Control: We will never sell your personal information. When we provide recommendations in Observation alerts, you decide if and how your information is shared for further learning or inquiry of products or services. 

Not a game or fun app but a serious tool to help our users control or eliminate their debt.  This app will eventually sync to the desktop web version in our V2 update.

Peace of Mind, On the Go. Life is unpredictable. That’s why our app is fully accessible from anywhere, so you can easily update your plan and ensure your loved ones are protected, no matter where you are.

Two apps in one.  Easily track your home inventory and manage up to 65 types of collectibles. Our inventory app includes a powerful feature for tracking items you’ve loaned out, so you never have to wonder where they went.

We have identified more than 20 different types of reports and are gathering feedback from users to calculate the best reports we can deliver for Consumers and Professionals.

Available exclusively to Professional subscribers, this feature allows you to provide clients with a full-featured Consumer Plan. Access can be revoked if they are no longer your client—at which point they may choose to continue on their own or discontinue. A powerful way to add lasting value to your client relationships.

We believe you shouldn’t have to waste time learning a new platform. Our self-support feature provides an intention for help on every page and for every item, so you can get the answers you need without leaving your workflow. In the future, AI will add a new dimension to this self-help, anticipating your needs to provide smarter, more personalized assistance.

Our email support team is committed to getting you a solution fast. Every request receives a clear path to resolution or escalation within 24 business hours.

Priority Chat Support. For those times when self-help isn’t enough, you’ve been granted access to our priority chat support. It’s a faster service than email, designed to get you the immediate help you need to solve an issue.

Every request receives a clear path to resolution or escalation within 24 business hours.

Why build it when you can brand it? Our white-label solution gives you the power to offer a market-ready fintech platform under your own name. It’s the fastest, most cost-effective way to get to market and provide powerful tools to your users

We partner with enterprise clients to build custom solutions that fit their specific requirements. Our team works with you to deliver a powerful, tailored product that helps your business succeed