Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Fulfilled is an all-in-one financial platform focused on delivering personalized investment guidance and tailored financial plans to help users confidently grow their wealth. Through interactive calculators and elite investment strategies, users can visualize their financial journeys and create custom portfolios that align with their goals—all without transferring assets. Fulfilled offers flexible pricing plans, including a forever-free tier with one static portfolio and paid Pro plans featuring unlimited custom portfolios, automatic updates, and priority support. The platform stands out for its commitment to personalization, low fees, and ease of use, making sophisticated wealth management accessible to everyone. Customer testimonials highlight how Fulfilled removes money anxiety and fosters financial confidence with tailored strategies. With SEC registration and encrypted data protection, Fulfilled ensures users’ security and trust. The platform also provides expert support and direct access to founders for personalized assistance. Fulfilled aims to transform how individuals plan and invest for their financial futures.
Description
Monavio is an online personal finance application designed for those looking to streamline their spending and gain insight into their financial situation without needing to connect their bank accounts. Users can conveniently upload their bank, credit card, or investment statements in various formats such as PDF, CSV, or Excel, or they can simply forward these documents via email; Monavio then processes and organizes the transactions automatically. The app offers a variety of features that include spending analysis, budget categorization, detection of recurring charges, tracking of investments, monitoring net worth, and planning for financial independence using adjustable parameters and Monte Carlo simulations. Furthermore, users can handle multiple accounts and currencies, allowing them to view their financial information cohesively in a single platform. This web application caters to individuals who are focused on budgeting, managing investments, or setting and achieving long-term financial objectives while ensuring a user-friendly experience.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$3/month billed annually
Basic $3, Plus $5 and Pro $7 a month billed annually ($36, $60 and $84 a year), or $4.99, $7.99 and $11.99 billed monthly. Statement imports: 10, 25 or 50 a month; history: 12 months, 36 months or unlimited. 14-day free trial, no credit card required. No free plan.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Fulfilled
Founded
2025
Country
United States
Website
www.fulfilledwealth.co
Vendor Details
Company Name
Monavio
Country
Panama
Website
monavio.app