FMI FINANCIAL TOOLS

A faster, better way to manage your wealth

Manage all of your accounts in one place, get a snapshot of your financial standing, and take action on our recommendations all from one convenient location.

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View your net worth

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View and link your accounts

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Track your spending

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Access your portfolio

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Take action on our recommendations

What you get

Our platform includes everything you need to access and manage your financial plan.

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Account aggregation tool to see everything in one place

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Loan payment tool to help tackle your mortgage and student loans

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Life insurance needs analysis to see how much coverage is needed

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Simulate different retirement scenarios to know your options

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Interactive budget tool to keep you in control

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Account performance and balances measured against benchmarks

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College funding projections that adapts to changing education trends

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Estate planning checklist and analysis to see your wishes through

Who gets our tools?

Everyone! We believe that organization and confidence go hand-in-hand. We make our financial tools available for FREE so that you can rest easy see by everything in one place.

Is my information safe?

We use bank-level 256-bit AES data encryption and other security protocols to protect your information and accounts. We never share your information with anyone.

Have more questions?

Simply fill out our contact form and we will get back to you soon!

Get started for free today!