blooom Description

Connect all your accounts securely to see what your retirement might look like. How your retirement age and annual savings could impact your goals. Saving is a great start, but could you do more? Blooom can help you avoid hidden investment fees and poor allocation. You can become a client to receive a customized fund recommendation based upon your plan and personal preferences. You can also choose to have trades done for you and access to advisor chat. Your commitment to a strategy is as important as its effectiveness. blooom offers portfolio monitoring to help you stay on track. Blooom will adjust your allocation as circumstances change in the market or your life to keep you on track.

Pricing

Free Version:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
blooom
Year Founded:
2013
Headquarters:
United States
Website:
www.blooom.com/blooom-for-businesses/

Media

blooom Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Videos
Customer Support
Phone Support
Online

blooom Features and Options

blooom Lists