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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?

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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?

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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.

Get started for free today!

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