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.

View your net worth

View and link your accounts

Track your spending

Access your portfolio

Take action on our recommendations
What you get
Our platform includes everything you need to access and manage your financial plan.

Account aggregation tool to see everything in one place

Loan payment tool to help tackle your mortgage and student loans

Life insurance needs analysis to see how much coverage is needed

Simulate different retirement scenarios to know your options

Interactive budget tool to keep you in control

Account performance and balances measured against benchmarks

College funding projections that adapts to changing education trends

Estate planning checklist and analysis to see your wishes through