Plan Overview

Ideal for small teams or families managing shared finances. Unlock advanced tools to set goals, monitor investments, and manage budgets with ease.

• Easily set and track multiple financial goals.
• Monitor investments alongside daily expenses in one dashboard.
• Collaborate with family members or small teams seamlessly.
• Track product performance through KPIs, metrics, and customer feedback loops
• Access flexible budgeting tools that grow with your needs.

Advantages

Unlock powerful tools designed to simplify your financial management and help you achieve your goals efficiently.

• Streamlined expense tracking for clarity and control
• Insightful analytics to guide smarter decisions
• Automated reminders and notifications to stay on track
• Collaborative features for teams or families

Adaptable & Reliable

Our platform grows with you, providing flexible tools and secure solutions for evolving financial needs.

• Scalable budgeting and goal-setting tools
• Robust security and data protection
• Seamless integration with multiple accounts and currencies
• Reliable performance and uptime you can trust