Best Web-Based Personal Finance Software of 2024

Our comprehensive platform will help you organize your information, declutter your life, and take charge of your finances. Store and access documents securely, gain insights from financial data, visualize financial goals, stay on top of important task with reminders, and share them securely. Build a brighter, more prosperous future by taking small steps.

ITN Productions and Personal Finance Society approached us to discuss the importance of financial wellness in the workplace. We also shared the employer (and employee!) experience with MyEva, a digital financial advisor for every employee. Financial wellbeing is more important than ever in these difficult times. MyEva will help employees think about how they can take control of the present and develop a mindset that empowers them to achieve their future dreams, whatever those may be. Setting goals for your future and setting personal goals for your financial well-being is key to improving financial wellbeing. This is a simple, straightforward path to follow. Many people are not familiar with the terminology of finance. Financial security is more important to us than the ability to live stress-free, spend more time with our loved ones, create memories, and have peace of mind.

Couples can invest and plan their future with Plenty. Plenty automates financial planning and investment strategies. Emily Luk and Channing Allan founded Plenty in 2022 to bridge the wealth divide and make wealth-building accessible to all Americans.