Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 5 Ratings

Total
ease
features
design
support

Description

Plootus is a personal finance and retirement planning platform designed to help individuals better manage their financial accounts and optimize their long-term investment strategies. The platform focuses on retirement accounts such as 401(k), 403(b), 457, and Thrift Savings Plan (TSP), helping users identify hidden fees, improve portfolio allocations, and make more informed investment decisions. Plootus allows users to link thousands of financial institutions and integrate checking accounts, savings accounts, credit cards, and investment portfolios into one unified dashboard. This centralized view provides real-time insights into income, expenses, assets, and liabilities. The platform also includes budgeting tools and expense analysis features that help users understand spending patterns and identify opportunities to save. An AI-powered retirement calculator analyzes personal financial data along with regional cost-of-living information to estimate retirement savings requirements and project future financial needs. Based on these projections, Plootus provides personalized recommendations for adjusting contributions, managing risk, and optimizing investment allocations to help users stay on track for retirement goals.

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.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

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Integrations

Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
GarageKeeper
Instant Check
Itemize
MuniBilling
NeatBooks
Ninth Wave
Orange Bank
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting

Integrations

Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
GarageKeeper
Instant Check
Itemize
MuniBilling
NeatBooks
Ninth Wave
Orange Bank
QuickBooks Enterprise
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29.99 per year
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

Plootus

Founded

2017

Country

United States

Website

www.plootus.com

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com

Product Features

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

Alternatives

Alternatives

AceMoney Reviews

AceMoney

MechCAD