Financial Planning For Everyone

A one-of-a-kind platform for both advisers and consumers

Users can set-up your initial plan in minutes

Users can set-up an initial plan in minutes

Entering their current financial details is fast and easy- within minutes they have an initial financial plan to work with.

BTO - Add their goals and dreams

Add their goals and dreams

By dragging and dropping different goals and dreams into their plan they can see for themselves what they need to get there.

Get answers to those tough questions

Get answers to those tough financial questions

Are they on track to retire? How much is enough to enjoy the lifestyle they want? Are they covered for the unexpected?

And take control of their finances

Users get a complete picture of all their finances- from investments and property, right down to their monthly living expenses.

Visual

Users can see and understand key decisions and outcomes with easy-to-read dashboards and simple visualisations.

Personalised

Get highly personalised, actionable ideas specific to your individual financial needs and goals.

Accurate

Complex calculations like taxes, investment returns, and inflation are done automatically- to assure your plan is complete and accurate.

Best in class data security

Protecting our customers’ data is a top priority. That’s why we've implemented the necessary policies and controls to achieve SOC 2 compliance, the gold standard of data protection. And with the help of Drata, continuously monitor our controls and maintain compliance over time.