Planning for your financial future starts with taking stock of where you are today.
Connect to your financial institutions to see where you stand with your various accounts.
Get a comprehensive view of your holdings and investment portfolio.
Understanding your spending will allow you to create an accurate forecast of what you’ll need in the future.
See detailed breakdown of spending (and income) by category across all of your accounts (checking, savings, credit cards, debit cards).
Create a customized budget that fits your unique situation.
Easily generate spending or cash flow reports for yourself or for your financial planner or advisor.
Stay on top of your bills and other recurring expenses.
Review your portfolio, monitor performance, and see market comparisons to have more confidence in your buy/sell decisions.
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