Your Money, Your Plan.
Same powerful system. You choose who does the work. Start free for 7 days. Upgrade only if it makes sense. Both our plans, DIY & Assisted - have all features included. (see list below)
- Bank & investment data aggregation (bank statements & eCAS)
- Unified transaction management (view & categorize)
- Multi-account and multi-user (family) support
- Net worth tracking (assets, liabilities, current position)
- Future net worth projection
- Centralized financial dashboard
- Financial scenario simulation (what-if analysis & comparisons)
- Data export (Excel)
- Support layer (community + priority support)
- Assisted advisory (onboarding + quarterly deep dive) *
DIY
- Track and plan yourself
- All premium features included
- Track Income, Expenses, Savings and Investments
- Full control, at your own pace
Assisted
- Complete setup done and managed for you
- Priority Support & Advisory
- Quarterly 1:1 deep-dive with a CFP
- Ongoing adjustments to your plan