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Average Ratings 5 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Expert financial advisors who actively listen, combined with effective tools, create a powerful synergy. By integrating advanced technology with experienced fee-based financial professionals, we provide tailored solutions that prioritize your individual needs. Discover a level of financial clarity that you haven't experienced previously. Our team of financial experts is dedicated to crafting a Personal Strategy that aligns with your specific goals and preferences, and we ensure its execution through a portfolio designed to be tax-efficient, risk-sensitive, and regularly adjusted to suit your evolving circumstances. Regardless of whether you're in search of diverse investment opportunities or advanced financial oversight, we are here to assist you in constructing a well-rounded portfolio that reflects your values and priorities. Together, we can navigate the complexities of financial planning to achieve your aspirations.

Description

Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.

Description

Establish and monitor your advancement toward both short-term and long-term objectives. Incorporate these goals into your budget to guarantee that you allocate sufficient funds each month. Be aware of your financial outflow, from necessary expenditures to occasional treats. Identify any hidden subscriptions to ensure you're not incurring costs for unnecessary services. Receive a tailored budgeting solution that automatically adjusts based on your earnings, spending, and savings. This tool is highly adaptable and keeps track of your progress as you make purchases. Utilize the insights provided to enhance your savings, refine your spending habits, and achieve your goals more efficiently. Essential notifications, comprehensive reports, and cash-flow forecasts simplify future planning. Simplifi crafts a flexible spending plan tailored to your needs. You can also create your own watchlists and savings objectives for further personalization. Regularly check in with the app throughout the month to make informed decisions and effectively manage your finances with ease! By keeping track of your spending and adjusting your goals as needed, you can maintain a proactive approach to your financial health.

API Access

Has API

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Screenshots View All

Integrations

APS Payroll
Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Instant Check
Lead Commerce
NeatInvoices
Ninth Wave
Orange Bank
Polonious
QuickBooks Online
QuickBooks Online Advanced
Sitehound
VersaCheck X9 Enterprise
ezCheckPrinting

Integrations

APS Payroll
Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Instant Check
Lead Commerce
NeatInvoices
Ninth Wave
Orange Bank
Polonious
QuickBooks Online
QuickBooks Online Advanced
Sitehound
VersaCheck X9 Enterprise
ezCheckPrinting

Integrations

APS Payroll
Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Instant Check
Lead Commerce
NeatInvoices
Ninth Wave
Orange Bank
Polonious
QuickBooks Online
QuickBooks Online Advanced
Sitehound
VersaCheck X9 Enterprise
ezCheckPrinting

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$29.99 per year
Free Trial
Free Version

Pricing Details

$2.99 per month
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

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

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

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Empower

Country

United States

Website

www.empower.com

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com

Vendor Details

Company Name

Simplifi

Country

United States

Website

www.quicken.com/simplifi/

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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

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