Personal Financial Planning and Management (PFP/PFM)
Our focus has been on creating and supporting strong financial life plans for middle income families. While we offer account aggregation and budgeting tools, Simplifi's comprehensive personal financial planning software goes beyond managing a day-to-day budget. Our users do more than check their balances. They set retirement goals. They buy life insurance. They know their net worth now and what it should be down the road. If we think they are stretching their financial aspirations thin, we let them know. If we think they are earning an "A," we let them know that too. The knowledge that is gained from this type of interaction and guidance is shared with you through our extensive reporting capabilities. More and more people need a partner in financial planning. You can serve that need with Simplifi. Get a firsthand look at how our system works.