You have financial dreams. As a BrightPlan client, the mobile app helps you get there. Enjoy the journey as you save and invest for goals like buying a home, education, and retirement. Keep track of your financial life and monitor progress along the way. BrightPlan Financial Wellness Coach™ Your BrightPlan Coach is by your side throughout your financial journey, with personalized advice on the next steps to help you achieve your financial goals. BrightPlan Financial Wellness Score™ Your Financial Wellness Score is a snapshot of your financial well-being. Each time you make a smart money move, your score updates automatically, boosting you from a Basic Budgeter to a Savvy Saver and beyond. BrightPlan Academy Access a robust library of educational resources by topic and by life event. Whether you’re buying a house, saving for retirement, getting out of debt, or saving for college, BrightPlan has the videos, articles, and resources you need. Spending Analysis Discover how spending decisions are impacting your financial future. Your spending analysis helps you get a handle on your expenses in seconds, not hours. BrightPlan Smart Budget™ Smart Budget helps you quickly create a plan for your money so that you can save, spend, and invest for maximum impact. When you link your credit cards and bank accounts, BrightPlan intelligently analyzes your spending and automatically generates your budget. Set Financial Goals - Pay off debt - Build an emergency fund - Buy a home - Save for education - Retire in style - Whatever else your goals might be! Get Investment Advice - Get a unique investment strategy for each goal - Access personalized advice to help keep you on track - View possible future outcomes based on 1,000 market simulations and your personal inputs and assumptions Track Your Financial Life - Link all your financial accounts from 16,000+ institutions - Understand how market moves affect your goals
I don’t usually do this..
I don’t really like to write reviews but I just had to for this app. It truly is like having a Finacial Advisor in your pocket. I was able to link all my bank accounts and investments in one place to get a comprehensive view of my net worth, assets, and debt. It also allows you to set goals and helps you create a budget and plan to achieve those goals. The only thing they can approve is the process of connecting the third party bank accounts. I found that process to be a little slow and some of my passwords weren’t working and I had to keep refreshing the app. But other than that, it’s amazing and an app I use almost everyday !
BrightPlan works!
Best financial app I’ve ever used! HIGHLY recommend!!
Fantastic App
I used to use Mint but this is a much better connected experience. Extremely well thought out and functions brilliantly. Very happy with this
Easy to use app to set goals, track finances, and invest
The platform is clean, easy to use, and impactful. The app allows you to track all your accounts in one place, invest within the app, budget, and track spending. Access to a fiduciary advisor and education is an added bonus.
Clean and seamless
This app is crisp, handles finances well, and provides good customer support. When my own Roth IRA was found to have an issue, it was immediately solved the day after. Service is good, and the app provides many tools for different financial goals.
We’ve implemented bug fixes, security enhancements, and general improvements for your BrightPlan experience.
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