Flexible dashboard. Get a birds-eye view of joint, individual, and private accounts in one place to easily see what's ours and what's mine.
Track your cashflow. Track month-to-month trends together to break down exactly what you’re earning, spending, saving, and investing.
Net worth monitor. Get the sum of how you’re growing together over time. Integrated forecasting lets you play out your futures together.
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Get your money moving together safely for your family with secure, effortless syncing across over 12,000 institutions.
Plenty was founded to democratize access to financial products and tools that accelerate wealth building. Plenty Financial and affiliated entities. (“Plenty Financial”) provide a web, mobile, personal financial management and educational platform to consumers; some of these tools are freely accessible to all consumers, others require a fee-based subscription. Advisory services are provided in the form of software-first financial planning and investment advisory services for fee-based Subscribers. Plenty Financial RIA, LLC is an SEC-Registered Investment Advisor. Registration as an investment adviser does not imply a certain level of skill or training. All investments made are legally owned by you. Investment accounts are not bank guaranteed or FDIC insured. Investments are held in accounts at BNY Mellon - Pershing, one of the world’s largest securities servicing companies and are SIPC insured.
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