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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

The Personal CFO feature offered by Perplexity Computer provides users with a comprehensive personal finance management experience. By linking their financial accounts through Plaid, individuals can inquire about various aspects such as balances, transactions, investments, loans, budgets, and their financial objectives. Users have the ability to request detailed analyses, construct personalized dashboards, and set up regular financial check-ins. Key activities include assessing portfolios by asset class and risk level, monitoring spending habits and net worth, strategizing budgets and savings goals, as well as simulating debt repayment scenarios and other financial decisions. This tool is capable of integrating connected account data with the latest market information to enhance financial research and strategic planning. It is important to note that account connections are strictly read-only, ensuring user security. Available in both the United States and Canada, Personal CFO is an integrated feature of Perplexity Computer, enhancing its overall functionality without operating as a standalone financial application. Users can take full advantage of these features to gain a clearer understanding of their financial situation and make informed decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Plaid No 

Integrations

Plaid Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
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

Perplexity AI

Founded

2022

Country

United States

Website

www.perplexity.ai/cfo

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Product Features

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