Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ProjectionLab focuses on the crucial aspects of life that many planners overlook. It allows you to effortlessly create straightforward yet comprehensive financial strategies that genuinely reflect your values, your family, and the choices you make. You can envision your financial future and navigate toward your ideal life. Construct a dynamic model of your entire financial landscape and explore a range of potential scenarios. Evaluate trade-offs, test against past trends, and try out various investment approaches, account types, contribution sequences, withdrawal methods, and portfolio combinations as time progresses. ProjectionLab operates independently of your actual financial accounts, ensuring that the information you input remains within your browser unless you decide otherwise. By opting for the Premium version, you gain access to multiple data retention options. Additionally, you can document and visualize your real progress throughout the years, allowing for a comparison with your initial forecasts to see how close you come to your goals. This process not only enhances your understanding of financial planning but also empowers you to make informed decisions.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
$9 per month
Free Trial
Yes
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
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)
Yes
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
ProjectionLab
Website
projectionlab.com
Vendor Details
Company Name
Richwise
Founded
2026
Country
United States
Website
richwise.ai