The Features that Power Your Financial Plan

Understand how each feature impacts your goals, your cash flow, and your long-term outlook.

AI Powered Planning. AI trained to help drive your financial plan with friendly, personalized guidance.

All Your Finances in One Place

Everything you own, owe, and earn, right where you need it.

Connect your bank, investment, loan, and credit accounts through Plaid with view only access. Your balances and transactions stay updated automatically, so your plan reflects real life. Build projections with live data and get a clear view of your entire financial picture in one place.

Wealth Workspace

A decision lab to test scenarios, compare outcomes, and turn decisions into data.

Experiment with what if scenarios and see the long term impact. Buying a home. Changing jobs. Adjusting saving or investing. The workspace shows how choices affect your net worth, retirement timeline, and financial stability over time.

Smart Budgeting Tools

Map where your money goes and control your spending with clarity.

Map out recurring and changing expenses, track inflows and outflows, and identify where savings can come from. See spending breakdowns, plan for future lifestyle shifts, and estimate how much you can safely spend in retirement.

AI Powered Planning

AI trained to help drive your financial plan with friendly, personalized guidance.

AI reviews your financial plan and flags where things may be off track. It helps you see how your accounts and savings align with your goals and highlights when risk may be higher than expected. Fiscor also runs Monte Carlo simulations to show a range of long term outcomes and how your plan performs across different future scenarios.