Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Peek is an innovative personal finance platform that leverages artificial intelligence to assist users in monitoring, managing, and increasing their net worth through tailored advice and insights. In contrast to conventional finance applications that merely display raw data, Peek emphasizes practical recommendations and coaching based on user behavior. It includes features like AI-driven check-ins that evaluate spending and saving patterns, comparisons with peers, and support for setting financial goals. The platform strives to simplify financial management by offering straightforward, guilt-free prompts and visual tracking of progress. Additionally, Peek is designed as a mobile app and is presently available to users connected with financial institutions in the United States, ensuring a seamless experience for individuals aiming to enhance their financial well-being. Ultimately, Peek's user-centric approach makes it a valuable tool for anyone looking to improve their financial literacy and achieve their financial aspirations.
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
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
Yes
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
Peek
Country
United States
Website
peek.money/
Vendor Details
Company Name
Plootus
Founded
2017
Country
United States
Website
www.plootus.com