Link accounts, build a plan
Create and follow a personalized plan based on your lifestyle and goals. Link accounts for a comprehensive overview. Track 10 themes of , identify gaps, and set meaningful goals.
Showing 1–20 of 1,000 ranked alternatives.
The Accel Group LLC
Link accounts, create, and track financial plans
Create and follow a personalized financial plan by linking accounts for comprehensive insights. Track 10 themes of financial wellness, identify gaps, set goals, and receive guidance to improve financial health.
TDC Companies Inc.
Track accounts, plan finances, set goals
Track financial goals and create a personalized plan based on lifestyle and objectives. Link accounts to analyze spending and identify gaps. Set meaningful goals and receive guidance on achieving financial wellness through weekly check-ins.
MSU Federal Credit Union
Plan your finances in three minutes
Track financial goals and create a personalized plan using behavioral science insights. Answer questions to set actionable steps. Connect accounts for a comprehensive view of financial status. Monitor progress across 10 planning themes.
Credit Sesame, Inc.
Access scores and track offers
Monitor and history. Set goals for improvement. Compare card offers based on personal financial data. Receive alerts for changes. Access report summaries. Track progress over time. Manage -related notifications.
DIGITAL FEDERAL CREDIT UNION
Manage accounts, transfer funds, view balances
Manage finances with tools to track balances, transfer funds, and deposit checks via photo. Set financial goals and review progress. Use FutureLook™ for spending forecasts and Payment Planner to manage loan repayments.
Edward D. Jones & Co., L.P.
View accounts and track performance
View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.
Westlake Services, Llc
Make payments and manage accounts
Manage accounts with payment features, recurring payment setup, and payoff information access. View transaction history and account balances. Receive alerts and notifications for account activity.
The Lampo Group Incorporated
Track expenses, set budgets, save money
Create custom budgets and track expenses. Set financial goals and manage transactions. Plan spending and monitor progress. Sync with financial accounts. Adjust budgets to find hidden savings.
PayActiv Inc.
Access wages, pay bills, manage expenses
Access your wages before payday to pay bills and avoid late fees. View spending patterns, set financial goals, and receive alerts for transactions. Manage unexpected expenses without interest or loans.
Qapital, LLC
Save , invest, and budget automatically
Set savings goals and automatically transfer funds. Track spending patterns and receive insights. Adjust budgets and monitor progress over time. Link accounts to manage across multiple platforms.
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