30-Day Free Trial
30-Day Free Trial
$99.95
/year, after trial
Personal finance software that offers goal planning, budgeting tools, and investment tracking using an incredibly comprehensive, organized, and cloud-based format.
NO CREDIT CARD NEEDED FOR TRIAL
Integrated, engaging module flow
Increase efficiency with thoughtful modules
Cutting edge technology stack
Proprietary Protector module
Full flexibility: be as detailed as you wish
Complete Privacy - we don’t sell client information
No limits on Trusted Individual connections
Cash Flow Planning combined with robust Goals Planning
Free Mobile Applications to elevate experience
2FA authentication and other security features
Includes: Contacts, Assets, Liabilities, Budget, Goals, When I Die (Death), Secure Links and so much more!
*Bank Connection optional and may be at an extra charge