Plootus Reviews

Plootus

5.0 out of 5 stars

Average Ratings 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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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

Richwise is a comprehensive personal finance application designed for individuals, couples, and families residing in the United States and Canada. The platform consolidates bank accounts, credit cards, and investment portfolios, enabling users to assess their net worth, spending habits, and debt situation all in one convenient location. Additionally, the app provides projections based on users' current financial trajectories and features Wiseguard, an AI-driven financial advisor that recommends actions like reviewing bills, tackling high-interest debts, and optimizing idle cash. Richwise accommodates various currencies and includes daily exchange-rate updates, while also keeping track of upcoming bills and credit card deadlines, complete with email alerts. Users can track their financial progress through designated wealth levels, ranging from merely getting by to actively building wealth. Moreover, the projections offered by the app illustrate potential outcomes rather than definitive results, ensuring users are aware of the uncertainties involved in financial planning. This unique blend of features aims to empower users to take control of their financial futures more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$99/year
The annual plan is $99 per year, equivalent to $8.25 per month.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
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

Plootus

Founded

2017

Country

United States

Website

www.plootus.com

Vendor Details

Company Name

Richwise

Founded

2026

Country

United States

Website

richwise.ai

Product Features

Product Features

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