Understand how each feature impacts your goals, your cash flow, and your long-term outlook.
Total Financial View. Everything you own, owe, and earn, right where you need it.
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.
Build plans around your biggest goals, compare strategies, and see exactly how each decision shapes your future.
Create named plans around life goals like buying a home, changing jobs, or retiring early. Each plan models the long-term impact on your net worth, cash flow, and retirement timeline — so you can choose the path that works best for you.
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 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.
