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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Income Reign allows you to manage your finances, so you can stay on top of your bills and control your spending while living off income investments. This includes tracking your income and expenses. It also has functionality to find high-quality companies for you to invest in.

Description

Planswell offers a complimentary online financial planning tool that generates customized strategies for retirement, debt management, investments, and insurance within approximately three minutes. Users can enter their current savings, contribution levels, desired retirement age, and risk tolerance, allowing the tool to project overall nest-egg growth, create a tailored lifelong withdrawal strategy, and distribute funds across various account types to reduce taxes while enhancing savings. The platform consolidates existing debts, suggests the best options for consolidation with the lowest interest rates to boost cash flow, and assesses insurance requirements to safeguard income against death or serious illness. Additionally, it features engaging dashboards, calculators driven by different scenarios (such as budgeting, child affordability, and investment needs), and comprehensive, easy-to-export reports, all via a secure online portal. Users also have the option to receive a complimentary consultation with a local financial advisor, ensuring that sensitive information remains private. This approach not only empowers users with financial insights but also fosters a more informed decision-making process regarding their financial future.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$12.99/month or $120/year
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Income Reign

Founded

2022

Country

United States

Website

www.incomereign.com

Vendor Details

Company Name

Planswell

Founded

2015

Country

Canada

Website

planswell.com

Product Features

Product Features

Alternatives

Alternatives

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