Never any ads
You're the customer, not the product. We'll never clutter your experience with ads or distractions. Every feature exists to help you plan better, not click more.
Build a complete financial plan, model real life decisions, and track your progress over time - all in one workspace.
Basic financial planning
Smarter financial planning
Premium unlocks the tools that turn your plan into a strategy.
| Features | Free | Premium from $5 / month |
|---|---|---|
| Foundation | ||
Wealth WorkspaceYour full financial picture in one place | ||
Wealth ProjectionsSee where your net worth and cash flow are headed | ||
Financial ScoreTrack your financial health with a personal freedom score | ||
Budget & ExpensesPlan and track where your money goes | ||
| Account Connectivity | ||
Bank Account LinkSecurely connect checking, savings, and credit cards | 1 account | Unlimited accounts |
Investment Account SyncLink brokerage and retirement accounts | ||
Loan & Liability SyncImport mortgages, auto loans, and credit balances | ||
Automatic UpdatesYour plan stays current as balances change | ||
| AI & Insights | ||
AI Financial AdvisorGet answers to your financial questions | 1 question | 50 messages / day |
AI Projection InsightsPersonalized tips based on your plan | ||
Monte Carlo SimulationSee the range of outcomes for your plan | ||
AI Outcome InterpretationSimulation results explained in plain language | ||
| Scenario & Planning Tools | ||
What-If ScenariosModel a home purchase, job change, or savings shift | ||
Goal Impact TrackingSee how each goal moves your net worth | ||
Multiple Saved PlansBuild and compare plans for different life paths | ||
Plans Saved to Your AccountPick up right where you left off | ||
If you're exploring better ways to manage your finances, we encourage you to choose a platform that's built to give you clarity, accuracy, and lasting value. Here's why:
You're the customer, not the product. We'll never clutter your experience with ads or distractions. Every feature exists to help you plan better, not click more.
Fiscor connects directly to your financial accounts with enterprise-grade security and accuracy. Your data stays fresh so your projections always reflect reality.
We're here for the long run. Our revenue comes from members, so every update and improvement is designed for your success, not someone else's.
You deserve clarity in both your finances and your software. From clear pricing to honest communication, we're committed to earning your trust with every interaction.