Organize. Monitor. Collaborate
For the first time, you can organize all your financial accounts in one single place. (bank, credit card, auto loan, investment, etc) You can plan your retirement, setup college funding, and monitor your weekly and monthly expenses.
Your Personal Financial Planning Website will be made available to you after your first IncomeForever™ plannins session. Your BrightAdvisor® will help you set it up, enter your data, and create a plan you can access 24/7.
- Organizer - Connect all your accounts for consolidated view.
- Investments - Interactive performance charts and 'What-If' Analysis
- Vault - Safely store your most important financial documents
- Track Spending - Know how much you're spending, and where.
- Budgeting Tools - Set budgets to help reach your savings tool.