Simple pricing for wherever you are.
Every plan includes the full forecast and scenario engine. Pick the plan that matches how many accounts and household members you’re tracking.
Every plan includes
Automated household forecast
Scenario planning
Five-year forecast visuals
Chat with your data from ChatGPT
Unlimited accounts per institution
Debt and liability tracking
Email and in-app alerts
Need another connected institution? It’s $9/month per institution, on any plan.
Running an advisory practice, or need a larger deployment?
We offer dedicated plans for financial advisors and larger organizations, tailored to your practice. Get in touch to talk through what you need.
Forward-looking scenario planning for households making meaningful decisions.
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