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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.
Description
Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.
API Access
Has API
No
API Access
Has API
No
Integrations
Acumen
No
BankTree
No
Bethpage Federal Credit Union
No
Faithful Steward
No
HomeBank
No
Itemize
No
Lead Commerce
No
MuniBilling
No
Neat
No
Ninth Wave
No
Integrations
Acumen
Yes
BankTree
Yes
Bethpage Federal Credit Union
Yes
Faithful Steward
Yes
HomeBank
Yes
Itemize
Yes
Lead Commerce
Yes
MuniBilling
Yes
Neat
Yes
Ninth Wave
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29.99 per year
Different plans and versions available depending on what you need
Free Trial
No
Free Version
No
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
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Planswell
Founded
2015
Country
Canada
Website
planswell.com
Vendor Details
Company Name
Quicken
Country
United States
Website
www.quicken.com
Product Features
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
Yes
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
