Make smarter money decisions
with clarity and confidence

Plan retirement, run what‑if scenarios, track net worth, and keep a simple budget. Tax, housing, and registered-account tools are Canada-first today; set your region in the app as we expand coverage.

This platform provides financial simulations and educational insights only. It is not financial advice.

Features

Retirement & Wealth Engine

Project retirement timelines and compare funding strategies. Deep RRSP/TFSA/CPP/OAS coverage for Canada; US-oriented labels where supported.

Scenario Lab

Create, clone, and compare scenarios like “buy a condo” vs “keep renting and invest the difference”.

Budgeting Engine

Flexible, category‑based budgeting. Track income, expenses, category budgets, and your true savings rate.

Net Worth Tracker

Assets and liabilities. Bank accounts, investments, property, mortgages, loans.

Financial Health Score

Score 0-100 based on savings rate, debt ratio, emergency fund, retirement readiness.

Insights & Goals

Financial insights feed, goal tracking, email reports, subscription tracker.

Pricing

Free

Get started with the core planning and tracking tools

$0/mo

Single profile and dashboard
Budget, net worth, goals, bills, and dashboard insights
Manual planning tools without bank sync or advanced simulators

Pro

Advanced planning, automation, and decision support

$9.99/mo

Retirement planner, tax estimator, and portfolio tools
Debt optimization, rent vs buy, and bank linking
Email insights and Monte Carlo retirement probability

Premium

Everything in Pro, plus advanced comparison and simulator modules

$19.99/mo

Scenario Lab and mortgage analysis
Investment simulator and life event simulator
All Pro features, including retirement, tax, and portfolio planning
First access to future premium-only tools

Bank-grade encryption • Secure authentication • Your data is protected

Make smarter money decisionswith clarity and confidence