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Description

Expense Trend is designed to assist individuals in managing their finances more effectively by promoting savings, enhancing financial control, and alleviating monetary stress. This platform offers an extensive array of features and tools that equip users to monitor their expenditures, reduce their bills, and work towards their financial aspirations. By utilizing tailored offers, engaging financial visuals, and fostering a better understanding of personal finance, users can discover simplified strategies for saving money. Ultimately, Expense Trend empowers users to take charge of their financial journey and cultivate healthier spending habits.

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 

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

$2.99/month/user
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 No 
iPad App No 
Android App No 
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 No 
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

Expense Trend

Founded

2023

Country

Canada

Website

www.expensetrend.com

Vendor Details

Company Name

Plootus

Founded

2017

Country

United States

Website

www.plootus.com

Product Features

Product Features

Alternatives

Alternatives