WealthFluent is a tool to help you visualize and confidently make those big lifetime strategic financial decisions while understanding how each one will affect your long-term financial goals. With WealthFluent, you have a complete wealth management tool that automates net worth aggregation, lifetime wealth planning, and portfolio management.

WealthFluent is for everyone looking to grow their wealth, meet big financial milestones, and get on track to retire on their terms! Making long-term strategic financial decisions, working to meet your retirement goals, and managing your portfolio have traditionally been left to the wealthy or those willing to pay extremely high fees. Not anymore. With WealthFluent, everyone can access powerful tools to help them navigate wealth planning and portfolio management effortlessly.

Getting started is easy! Sign up on our website, select your plan, set up your profile, and begin adding your investment accounts to our platform to manage your portfolio effectively. We also offer 1:1 personal onboarding sessions so you can best utilize every feature out of the gate.

Not at all! The earlier you start working towards those big life goals, the better. WealthFluent is specifically designed to guide you through the entire process of planning and saving for those big life goals while understanding the tradeoff for every decision you make. Want to buy a car AND your first house? WealthFluent will help you navigate the savings spending tradeoff and determine how each financial goal will affect how you want to retire. As you build your portfolio, WealthFluent is also here to ensure you stay on track to meet your goals no matter what happens in the markets.

We prioritize your security with advanced encryption protocols to protect your financial data against unauthorized access. WealthFluent employs industry-leading security measures, including end-to-end encryption, two-factor authentication, password encryption, and regular security reviews. We adhere to stringent standards to guarantee that your information is always secure and private, and we only work with industry-leading partners like AWS, Auth0, Stripe, and Yodlee.

Keeping your data safe is our number one priority. WealthFluent cannot access your accounts for any reason. We use secure, read-only encrypted connections to ensure your information remains protected. We have built strong partnerships for account data aggregation and connections and to keep your credentials safe, using Envestnet | Yodlee, which maintains bank-level security and is audited like a bank. Credentials stored are hardware encrypted using FIPS 140-2 level 2 HSM, and no one, including us or Envestnet | Yodlee employees, can access the keys used for encryption.

No, WealthFluent cannot access your financial accounts or assets. While you link all your accounts to utilize WealthFluent’s tools to manage your portfolio better, WealthFluent does not act as a financial advisor or hold custodial access to these accounts. Your accounts are organized as read-only on the WealthFluent platform, and no WealthFluent employees can access the login credentials or information within those accounts.

WealthFluent has the power to streamline advisors’ client relationships. We are running a pilot program to determine how the platform can best be used in the planning and management lifecycle. To learn more, sign up for our pilot program. 

Yes, WealthFluent offers an iOS mobile app that allows you to manage your investments on the go. While we do not currently offer an Android app, it is on our development roadmap.