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Description
This cutting-edge platform allows you to organize, oversee, and monitor all your project tasks in a single adaptable environment, eliminating the need to switch between various tools and ushering in an era of simplified project management. With its dynamic dashboard, you can effortlessly gain insights into the progress and current status of your projects. Additionally, the application enables users to generate tailored reports, examine resource allocation, and employ Monte Carlo simulations for accurate completion date forecasts. The app's design prioritizes user-friendliness and intuitive navigation, making it suitable for teams of any size to quickly adopt and utilize. Furthermore, our application is built to be incredibly versatile and customizable, ensuring that whether you're handling a minor task or orchestrating a vast project, it offers all the necessary functionalities to achieve successful outcomes. Moreover, ongoing updates and improvements ensure that the platform remains equipped with the latest features to enhance user experience and efficiency.
Description
GlidePath Money is a desktop application designed with a local-first approach, catering to the financial planning needs of both individuals and small businesses by offering tools for tracking net worth, managing cash flow, generating retirement Monte Carlo simulations, analyzing Social Security options, strategizing Roth conversions and tax brackets, estimating ACA subsidies, and planning debt repayment; it also includes a comprehensive suite for small businesses that features Schedule C forms, invoice and estimate generation, depreciation tracking, mileage logging, and an accountant export package. A standout feature of this software is its avoidance of bank aggregation, allowing users to import their own CSV or PDF financial statements, thereby eliminating the need for a cloud account and ensuring that by default, all data remains on the user's machine—only select features, like encrypted phone synchronization, ticker symbol price look-ups, and the Glide explainer, transmit any information, and even then, users' balances are never uploaded. Each numerical entry transparently displays its underlying assumptions and calculations, empowering users with a clear understanding of their financial data. The application is offered as a desktop license, meaning that once purchased, it is permanently owned by the user without any mandatory subscription fees; however, there is an optional annual plan available for those who wish to receive updates and new tax regulations. Compatible with Windows, macOS, and Linux, GlidePath Money emphasizes user security and privacy while providing robust financial management tools. This makes it an excellent choice for anyone seeking to take control of their financial situation without reliance on cloud services.
API Access
Has API
API Access
Has API
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Integrations
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Integrations
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Pricing Details
$0
Free Trial
Free Version
Pricing Details
$129 (one-time)
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
Energer
Founded
2023
Country
United States
Website
energer.com
Vendor Details
Company Name
QuickTech LLC
Founded
2019
Country
United States
Website
glidepathmoney.com
Product Features
Gantt Chart
Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies