Average Ratings 5 Ratings

Total
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Average Ratings 0 Ratings

Total
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features
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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.

Description

Savvly presents a groundbreaking approach to retirement planning, aiming to deliver enduring financial stability with ease and tranquility. Its distinctive dual-account system guarantees a steady income until the age of 80 while providing ongoing protection thereafter, making it an ideal choice for individuals concerned about the risk of exhausting their savings. With an affordable entry point of less than $150, Savvly is designed to be inclusive, catering to a diverse audience ranging from ambitious individuals to those who are just beginning their financial journey. In contrast to conventional retirement options that may not meet modern demands, Savvly is tailored to accommodate the challenges posed by increased life expectancies, offering a convenient, all-in-one "retirement in a box" solution. This innovative offering enables users to secure their financial future effortlessly and without significant costs, promoting a straightforward, efficient, and effective approach to retirement planning. Whether embarking on your savings journey or seeking a thorough retirement plan, Savvly provides a dependable and uncomplicated pathway to achieving lasting financial independence, empowering users to approach their future with confidence and peace of mind.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Acumen Yes 
BankTree Yes 
Faithful Steward Yes 
GarageKeeper Yes 
Instant Check Yes 
Itemize Yes 
Lead Commerce Yes 
Neat Yes 
Ninth Wave Yes 
Orange Bank Yes 
Polonious Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Regions Business Banking Yes 
VersaCheck X9 Enterprise Yes 
WebSelfStorage Yes 

Integrations

Acumen No 
BankTree No 
Faithful Steward No 
GarageKeeper No 
Instant Check No 
Itemize No 
Lead Commerce No 
Neat No 
Ninth Wave No 
Orange Bank No 
Polonious No 
QuickBooks Enterprise No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Regions Business Banking No 
VersaCheck X9 Enterprise No 
WebSelfStorage No 

Pricing Details

$29.99 per year
Different plans and versions available depending on what you need
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com

Vendor Details

Company Name

Savvly

Founded

2021

Country

United States

Website

www.savvly.com

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 

Product Features

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