Audience
Businesses looking for an advanced Personal Finance solution
About Simplifi
Create and track your progress toward short and long-term goals. Include those goals in your spending plan to ensure you set aside enough each month. Know where your money is going, from essential expenses to occasional splurges. Uncover hidden subscriptions to make sure you’re not paying for things you don’t need. Get a personalized budget that’s automatically generated based on your income, expenses, and savings. It’s highly customizable and tracks your progress as you spend. Use insights to maximize your savings, optimize your spending, and reach your goals faster. Key notifications, built-in reports, and cash-flow projections make it easy to plan ahead. Simplifi creates an adjustable spending plan just for you. Add your own watchlists and savings goals to customize it even more. Check in with the app throughout the month to make smart choices and stay on top of your money the simple way!
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Earn on average 7%* cashback on your
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Using industry standard Open Banking technology so you can earn rewards with confidence
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Empower
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before.
Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation.
Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.
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Pricing
Starting Price:
$2.99 per month
Pricing Details:
Billed annually
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Simplifi
United States
www.quicken.com/simplifi/
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Product Details
Platforms Supported
Cloud
iPhone
Android
Training
Documentation
Support
Online