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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Not only can you take charge of your personal finances, but you can also manage the expenses of others, like your less responsible housemates, by linking Buxfer to your bank account or importing financial data files. This allows you to create detailed reports showing who owes what, complete with an IOU feature. By opting for the Plus or Pro memberships, you'll unlock the ability to manage unlimited accounts, design endless budgets, and set up countless bill reminders tailored to your financial needs. Our robust platform adheres to strict industry regulations, including PCI and SOC3 compliance, ensuring your data is in safe hands. We utilize advanced 256-bit encryption to safeguard sensitive information and maintain secure communication with your device, effectively preventing unauthorized access. Additionally, esteemed independent security firms perform daily evaluations, which include comprehensive port scanning, assessments for network vulnerabilities, and testing for potential weaknesses in web applications, ensuring a high level of protection for your financial data. This commitment to security means you can confidently manage your finances without worrying about external threats.

Description

Planswell offers a complimentary online financial planning tool that generates customized strategies for retirement, debt management, investments, and insurance within approximately three minutes. Users can enter their current savings, contribution levels, desired retirement age, and risk tolerance, allowing the tool to project overall nest-egg growth, create a tailored lifelong withdrawal strategy, and distribute funds across various account types to reduce taxes while enhancing savings. The platform consolidates existing debts, suggests the best options for consolidation with the lowest interest rates to boost cash flow, and assesses insurance requirements to safeguard income against death or serious illness. Additionally, it features engaging dashboards, calculators driven by different scenarios (such as budgeting, child affordability, and investment needs), and comprehensive, easy-to-export reports, all via a secure online portal. Users also have the option to receive a complimentary consultation with a local financial advisor, ensuring that sensitive information remains private. This approach not only empowers users with financial insights but also fosters a more informed decision-making process regarding their financial future.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$3.99 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Buxfer

Website

www.buxfer.com

Vendor Details

Company Name

Planswell

Founded

2015

Country

Canada

Website

planswell.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Product Features

Alternatives

Alternatives