• M1 Finance / Invest Using Unique Pie-based Portfolios

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    • M1 Finance’s Invest is a Robo-advisor investment platform ideal for DIY investors. It offers automated investing, expert portfolios, and customization.
    • Choose your portfolio of stocks, fractional shares of stock, ETFs.
    • $0 account minimum. 100% commission-free trades and no hidden fees.
  • Wealthsimple Invest

    Wealthsimple Invest / Socially Responsible Investments

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    • Wealthsimple Invest helps you align your values with socially responsible investments through diversified and low-cost ETFs.
    • No minimum balance, robo-advice, and access to financial advisors. Basic features include auto-deposits, auto-rebalance, and dividend reinvesting.
    • Get a free portfolio analysis of your existing non-Wealthsimple portfolios.
  • blooom free analysis retirement

    Blooom Retirement Plan Analysis and Investment Manager

    Brand:Blooom
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    • Blooom is a unique service helping you manage your employer-sponsored retirement plans no matter where you work or where the plan is held.
    • Get a free analysis of your 401(k), 457, 403(b), and 401(a) and select IRAs and learn about your asset allocation and fees.
    • No account minimums to sign-up.
  • PocketGuard for Simple Budgets to Track Spending Set Goals

    • PocketGuard is a free personal finance tool to help you track your spending, create a budget, set goals to save and invest more, and lower your expenses.
    • Monitor for potentially unwanted and unauthorized charges like hidden fees, billing errors, forgotten subscriptions, scams, and fraud.
    • Browse other financial products to see if there are ways to save on your mortgage payments, insurance, or other loans.
  • Goodbudget Digital Envelope Budgeting System

    • Goodbudget is a budget tracker that digitizes the envelope budgeting method.
    • Set a dollar amount that goes towards things like your home payment, auto loan, groceries, and more.
    • Free version with upgrade available.
  • You Need A Budget (YNAB) Zero-Based Budgeting

    • YNAB is zero-based budgeting and will help you break the paycheck to paycheck cycle, get out of debt, and save more money.
    • Rule No. 1 of You Need a Budget tool is to “give every dollar a job.”
    • On average, new users save $600 in the first two months and more than $6,000 in the first year. Try it free for 30 days.
  • Even Financial Personal Loans / Get Offers in 60 Seconds

    • Even Financial is a free service that connects borrowers with multiple lenders
    • Complete just one application to prequalify without impacting your credit score
    • Get results in 60 seconds and compare the rates and terms
    • Borrow from $1,000 o $100,000
    • Terms from 2-7 years
  • Mint Budget Tracker and Planner

    Brand:Intuit
    • Mint is a free budgeting and financial tracking app helping you see your overall financial picture and make better decisions.
    • See everything in one place – from balances and bills to your credit score and more.
    • Automatically updates and categorizes your information from your bank accounts and credit cards to retirement accounts and more.
    • Get product recommendations that could help save you the most based on your lifestyle and goals.
  • Personal Capital Budget App / Money Management

    • Personal Capital budget app is a personal finance management tool allowing you to connect external financial accounts for a comprehensive view of your money in one place.
    • Creates summaries of your spending, net worth, and investment portfolio.
    • Free service with no upgrade or purchase requirements.
  • Credible Personal Loan / One Application Multiple Offers

    • Credible personal loan marketplace helps you find and compare offers from vetted financial partners.
    • A simple, two-minute form, and instantly see which lenders you qualify for and at what rates based on your credit history.
    • Checking your pre-qualified rates with Credible will not affect your credit score.
    • Rates 3.49% – 35.99%; Borrow $1000 – $100,000.

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