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The smart way to build wealth
Enabling financial advisors and institutions to help clients grow assets automatically
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Technology meets trusted advisor
Financial Planning Engine™ and Intelligent Alerts™
We apply artificial intelligence to help investors make better planning decisions and build wealth, without having to think about it.

Our Financial Planning Engine™ analyzes transaction and account data in real-time using proprietary algorithms that screen across dozens of planning and wealth-building areas.

These include making better cash-flow and funding decisions, optimizing deferral rates, behavioral nudges that build retirement assets, notifications about policy changes that could impact planning decisions, and many more.

Our Intelligent Alerts™ system automatically keeps investors and advisors on track with text and email notifications and a personalized alert action feed.
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Comprehensive Data
View and manage your full financial life in one place - including all managed and held away assets, liabilities, and accounts you track manually. We automatically refresh your account balances, investment positions, other financial data multiple times daily.
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Investment Builder™
We apply behavioral finance techniques and insights from leading retirement plans to make it easy to build wealth - from contribution targets that automatically increase in the future, to Intelligent Alerts that let you know when you have money available to invest.
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Powerful cash-flow analysis
We apply the same level of analysis to cash flow that you'd expect for your portfolio. Get detailed breakdowns of your spending by category, compare to key benchmarks over time, and view your Free To Invest Estimate™.
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Seamless advisor collaboration
Whether it's saving for retirement or managing your cash flow, easily work with your advisor to set an action plan, exchange messages and achieve your financial goals.
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Manage your full portfolio
View investment position and allocation data across your entire investment portfolio - whether it's directly managed by your financial advisor, within your retirement plan, in a brokerage or college savings account or anywhere else.
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Beautiful, intuitive and secure
We partner with Intuit to enable you to connect to 19,000 banks. We've woven simple usability and industry-leading security into everything we do.
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Available exclusively via financial advisors and institutions