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Description

Harness the capabilities of Open Banking to monitor all your financial accounts from a single platform while budgeting effectively in today's digital age. Emma meticulously examines your transactions, providing a comprehensive overview of all your recurring payments across various accounts. It seamlessly tracks and organizes your expenses, offering valuable insights into your spending habits. Additionally, investing represents a powerful opportunity to enhance your savings over an extended period. Discover user-friendly investment tools that are designed with elegance and functionality in mind. Effortlessly transfer funds between different banks, split expenses, or quickly replenish your investment account in just moments. If your friends have forgotten to settle their portion of the rent, you can easily send them a reminder with just one tap, ensuring everyone stays on track. With Emma, managing finances and fostering accountability among friends has never been easier.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Uplup Yes 

Integrations

Uplup No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook 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 

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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Emma

Website

emma-app.com

Vendor Details

Company Name

Plootus

Founded

2017

Country

United States

Website

www.plootus.com

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

Alternatives

Alternatives

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Gains App

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