Supercharge Your Financial Decisions With Your Own Financial Health Monitor.
Effortlessly maintain a clear picture of your financial health. Track, organize and manage every asset and liability with automatic, real-time updates so you can focus on decisions that help you reach your dreams. Get personalized insights tailored to your unique financial journey. Ask Magpie AI anything about your spending, cash flows, and net worth.
WealthFluent is an AI-enabled and data-driven platform that empowers you with clarity, control, and confidence in managing your financial health, holistic lifetime planning, and portfolio optimization. By seamlessly integrating net worth tracking, dynamic wealth planning, and risk management, it crafts personalized strategies that adapt to your unique goals, life changes, and real-time market conditions—ensuring you’re prepared for whatever comes your way. We’re democratizing sophisticated wealth management, delivering institutional-grade insights directly to independent investors.
Bring everything into one real-time holistic view.
Integrate every asset and liability into one easy-to-use, read-only dashboard with bank-level security. Starting with Net Worth over time, visualize the relationship between every portfolio component and gain powerful insights that help you make quality financial decisions.
As markets shift, you pay down debts, and assets increase. Your Financial Health Monitor auto-updates, so you are always ready to determine your next move based on your up-to-date financial position and current market conditions.
Don’t let fees destroy your financial future.
See your actual yield and costs across your entire portfolio. Easily clarify fees, dividends, interest, and growth across every asset in your portfolio.
Identify which investment generate the best returns and where fees will eat into your future potential. Make informed adjustments and ensure every investment contributes to the future you deserve, not the fee someone wants to collect.
Keep your finger on the pulse of your cash flow.
Track your income, expenses, and savings in real-time and see where your money goes.
With instant insights into your spending and savings habits, determine how to boost savings, cut unnecessary expenses, and make informed financial decisions each month.
Your balance sheet and accounts. Your way.
Organize every account by criteria that matter to you, from tax-deferred vs. taxable, account holder, to types and categories.
See how each account contributes to your financial healthand wellness. Make informed decisions on how every aspect of your financial makeup contributes to your goals.
Bank-Level Security, Read-Only Access
Your privacy and security are our top priorities.
WealthFluent is designed with bank-level encryption, ensuring your financial data is always fully protected. The secure connections operates with read-only access to accounts via Envestnet Yodlee / Fingoal. Your sensitive data is secure and your accounts are untouchable, and not viewable by the WealthFluent team.
Your unique financial life.
Automatically organized and updated in one place.
No more juggling endless accounts, family members, spreadsheets, goals and financial statements. Instantly monitor your complete financial picture so you can focus on making the decisions that help you achieve your financial dreams.
Brokerage
Connect all investment accounts.
Retirement Accounts
Connect all your 401K, IRA, 403B, etc.
Home
Track your home as part of your Net Worth.
Banks
Connect all your checking, savings, etc.
College Savings
Connect college savings plans.
Health Savings Account
Connect your HSA as an asset.
Properties
Add investment, vacation, or other properties.
Cash
Track what is under the mattress.
Vehicles
Track car values as part of Real Assets.
Term Life
Fair Market Value of your life insurance policy.
Private Business Ownership
See the value of your business.
Bonds
Add any type of bond.
Private Stock
Include private investments full details.
Stock Options
Include private investments full details.
Social Security
Value Social Security in your wealth picture.
Annuities
Pension
Value as part of wealth.
Alternatives
Include all types of Real Assets.
Crypto
Live value of Crypto Currency.
Valuables
Track any type of valuables as Real Assets.
Collectibles
Include collectible values in Real Assets.
Mortgage
Properly value mortgages in Net Worth.
Auto Loans
Track car loans in liabilities.
Other Loans
Home equity, personal, and other loans.
Private Loans
Track all types of loans.
Credit Cards
Track credit cards as part of liabilities.