For Couples and Families
Build your financial future together
Transform every aspect of your household’s financial life into a personalized decision-making engine. Make clear, confident financial decisions as a family with secure access for you and your partner, and insights tailored to your unique situation, lifetime goals, and current market conditions.
Your entire household in a single dashboard
Get a complete picture of your finances by bringing separate and joint accounts together, all into one personalized view. Make confident decisions knowing exactly where you stand financially.
- Connect both individual and joint accounts seamlessly
- Know how you spend as a household, no matter who makes the purchase
- See how your net worth grows together over time
- Visualize cash flow from multiple income sources
🔐 Secure Family Access
Each family member gets their own secure login to safely add all the accounts they own, creating a complete household financial picture while maintaining individual account security.
Collaboration made easy
Work together seamlessly with built-in task management and a collaborative lifetime wealth plan that includes everyone’s goals and milestones – from couples to growing families.
- Built-in task management to track financial action items and responsibilities across family members
- Collaborative lifetime wealth plan that incorporates all household members and their unique goals
- Include goals for every family member – from college education to career changes to retirement
- Monthly financial check-ins with automated summaries and progress tracking for the whole family
- Shared milestone tracking across all family financial objectives and life stages
“Finally, my husband and I can see our complete financial picture without sharing passwords. We each securely connect our own accounts, and WealthFluent gives us one unified view of everything.”
Flexible Workspaces for Multiple Views
Create multiple workspaces to view your portfolio from different perspectives, test scenarios without affecting your primary data, or educate family members with fictional scenarios. Perfect for families who want to see their finances individually, jointly, explore “what-if” scenarios together, or share insights with extended family.
👥 Family Portfolio View
See your complete household financial picture with all accounts, assets, and liabilities combined in one comprehensive workspace for the entire family.
👤 Individual Member Views
Create separate workspaces to view each family member’s individual accounts and investments while maintaining the joint overview when needed.
🔬 Scenario Testing
Copy your primary workspace to test major financial decisions – like buying a home, changing jobs, or major investments – without impacting your real data.
🎓 Educational Scenarios
Create fictional workspaces to teach family members about financial concepts, investment strategies, and decision-making without using real financial data.
🏠 Extended Family Sharing
Share specific workspaces with extended family members, allowing grandparents, adult children, or other relatives to view and collaborate on family financial planning.
📊 Custom Analysis
Set up specialized workspaces with different account groupings, time horizons, or risk parameters to analyze your portfolio from multiple angles.
Go further, together
Create a comprehensive lifetime wealth plan that includes all household members and their goals. From children’s college education to retirement planning, align your entire family’s financial future.
- Collaborative lifetime wealth plan including all household members and their goals
- Track progress toward family milestones like college education, weddings, and more
- Auto-optimize and rebalance your portfolio based on changing life circumstances
- Simulate major life decisions and their impact on your entire family’s financial plan
- Use reports to see trends in your household spending and identify optimization opportunities
“The task management feature keeps us both accountable. I handle 401k contributions, my wife manages our kids’ college accounts, and we can track everything in our collaborative wealth plan.”
🔄 Workspace Flexibility
Copy your primary workspace to test major decisions, or create custom views by family member – all while keeping your actual portfolio data safe and unchanged.
Expert financial knowledge tailored to your needs
Make personalized financial decisions based on current expected returns, risk factors, and real-time insights into all market trends. Distill complex financial concepts into clear, actionable insights.
- Analyze markets and gain insights to enhance your decision-making
- Build personalized strategies around tax efficiency and asset allocation
- Access real-time market data with actionable insights you can use immediately
- Adjust your portfolio, seize opportunities, or mitigate risks before they impact your strategy
“We created separate workspaces to test different scenarios – what if we pay off the mortgage early vs. invest more for our daughter’s college? Now we can make informed decisions together.”
Start building your family’s financial future together
Join couples and families who are taking control of their finances with WealthFluent’s powerful, personalized platform designed for households of all sizes.
Get Started Today