Pricing

MODERN INVESTMENT TRACKING

Free

Starter

Perfect for getting started with financial planning

1 bank account connection

Basic goal tracking

Basic budgeting advice

Goal affordability calculator

Get Started

$19

/month

Goal Achiever

Everything you need to achieve your financial goals

Connect up to 10 bank accounts

Advanced goal tracking

Advanced budgeting advice

Progress analytics

Get Started

$49

/month

ADVISORY

Professional financial guidance with unlimited connections

Unlimited bank connections

Everything in Goal Achiever

AI financial advisor

Investment recommendations

Coming Soon

Free

Starter

Perfect for getting started with financial planning

1 bank account connection

Basic goal tracking

Basic budgeting advice

Goal affordability calculator

Get Started

$19

/month

Goal Achiever

Everything you need to achieve your financial goals

Connect up to 10 bank accounts

Advanced goal tracking

Advanced budgeting advice

Progress analytics

Get Started

$49

/month

ADVISORY

Professional financial guidance with unlimited connections

Unlimited bank connections

Everything in Goal Achiever

AI financial advisor

Investment recommendations

Coming Soon

Need an enterprise solution?

Our Institutional plan offers custom solutions for investment firms with unlimited tracking, storage, and advanced features.