Vetted Score
4.6
/ 5.0
Earns a high score for its robust free features, seamless account aggregation, and intuitive interface, making it a top choice for personal finance management.
Key Features
Comprehensive Financial Dashboard
Aggregates all your accounts—banking, credit, loans, and investments—into a single, easy-to-read view.
Automatic Transaction Sync
Securely connects to over 16,000 financial institutions to import and categorize transactions in real time.
Retirement & Investment Planner
Provides tools to model retirement goals, analyze portfolio performance, and receive personalized investment insights.
Frequently Asked Questions
Yes, the core budgeting, expense tracking, and investment tools are free; optional wealth management services incur fees.
It uses secure, encrypted connections to sync with thousands of banks and credit cards automatically.
Free users receive basic portfolio analysis, while detailed advisory services are offered through paid wealth management plans.
Featured Lists & Comparisons
Specifications
Pricing Model
Free core financial dashboard with budgeting and investment tracking; premium wealth management services are available for a fee.
Supported Platforms
WebiOSAndroid