Comprehensive Financial Overview
Gain control of your finances—over 64% of Americans live paycheck to paycheck. Get a clear view and plan your way out.
Connect Unlimited Accounts
Streamline your finances—most people struggle to track their accounts, leading to wasted funds and missed opportunities.
Access on All Devices
Manage your money on the go—financial decisions shouldn’t wait. 50% of people can’t cover an emergency expense today.
Real-Time Analytics Dashboard
Make smarter choices—bad financial decisions cost Americans $1 trillion annually. Use real-time insights to stay ahead.
Automated Account Routing
Set it and forget it—automate your savings and investments to ensure you're not falling behind financially.
Investment Statistics
Monitor your investments—only 32% of people feel confident about retirement. Start tracking performance and stay on track.
New Navigate Your Finances
Take Control of Your Wealth
Unlock your financial potential with a unified platform for managing your wealth.
Seamless Account Connectivity
Easily connect and manage multiple financial accounts in one place.
Comprehensive Analytics
Gain insights into your financial performance and make informed decisions.
Smart Budgeting Tools
Automated Saving Strategies
Investment Tracking
Smart Budgeting Tools
Easily manage your budget with user-friendly tools that help you categorize expenses, set savings goals, and stay on track with your financial plan.
Automated Saving Strategies
Set up automatic transfers to your savings goals, ensuring you save consistently without thinking about it.
Investment Tracking
Monitor your investments in real time, track performance, and adjust your strategy as needed.
Join Our Early Access Program!
Experience a holistic approach to budgeting and wealth management with exclusive features tailored just for you.
OUR FAQS
Frequently Asked Questions
What features does the platform offer?
Our platform offers a comprehensive suite of tools including budgeting assistance, personalized financial plans, automatic expense tracking, and educational resources to enhance your financial literacy.
What financial insitutions are supported?
We support over 12,000 financial institutions through our partnership with Plaid. This allows you to link your bank accounts seamlessly and access your financial data securely.
Is my financial data secure?
Yes, we prioritize your privacy and security. Our platform utilizes advanced encryption technologies and secure protocols to protect your personal and financial information.
Comprehensive Overview
Get a complete view of your finances in one place.
Smart Budgeting
Create and manage budgets with intuitive tools.
Wealth Tracking
Monitor investments in real-time with advanced analytics.
Free
Early Access until Jan. 2025
Join our early access program to unlock powerful tools for your wealth journey.
- Holistic Wealth Management
- Personalized Budgeting Tools
- Tithe Calculation and Payment
- Automated Savings Tools
- Cross-Platform Access
- Exclusive Early Access Features