Financial Success Center

Build in or standalone. Always included

Courses, calculators, planning and games, inside your own experience or running on their own. Every Troutwood partnership comes with all of it.

Request a demo See what’s inside

What’s inside

The Toolkit

Everything your people need to understand their money, ready on day one.

  • Courses

    Two award-winning books, a video for every chapter, and more than 250 quiz questions.

  • Calculators

    The S&P 500, a market crisis, fund fees and tax refunds, each with its math written out.

  • Planning tools

    Budgets, savings, investing and retirement goals, worked out on their own numbers.

  • Finmoji

    A five-minute quiz on the biases behind every money decision, and the character that fits.

  • Map of the Markets

    Public companies, the markets they trade in, and what owning a piece of one means.

  • Finn

    The guide through all of it. Answers built around where they stand and what comes next.

  • College Explore

    Tuition, admission rates and demographics for colleges across the country.

  • Career Explore

    Salaries, outlook and job satisfaction by occupation, where they live.

Who it serves

One library. Both sides of the relationship.

For partners

Your brand. Your channel. No build.

  • Built into your experience

    Run it inside your app, portal or site, under your name and next to your products.

  • Or standalone

    Every app and calculator stands on its own, so a single link is enough to get people started.

  • Nothing to build

    Troutwood hosts, maintains and updates every piece. Your team doesn’t write a line of code.

  • Always included

    Part of every partnership, not an add-on to price out later.

For participants

Learn it. Run the numbers. Take the next step.

  • Learn it

    Games, a map of the markets, and two award-winning books with a video for every chapter.

  • Run the numbers

    Calculators that put their own numbers through the idea, with the math on the page.

  • Take the next step

    Finn and the Troutwood app turn what they learned into a plan built around where they stand.

Apps and games

Learn it by trying it. Finn comes along.

A map of the markets, a town to explore, real market cycles to play through, a quiz about the way you think about money, college and career research, and the app that puts it to work on your own numbers.

  • Ask Finn open in the Troutwood app. Finn waves and asks how he can help today, above tabs for Personalized Advice and General Finance Questions and a card reading, under a Decision Making label, can I afford to purchase a house in the next year. A text field at the foot reads: ask Finn a question.

    Ask

    The Troutwood app

    Finn operates securely inside Troutwood. Answers to your question are built around where you stand and what comes next.

    • Budgeting & saving
    • Investing
    • Retirement & goals
    Open the app
  • A browser window holding Map of the Markets, a map of North America scattered with hundreds of coloured company markers clustered thickest across the northeast. A card in front of it reads, beside Finn in purple sunglasses: can you find me? I’m hiding somewhere on the Troutwood map.

    Explore

    Map of the Markets

    Find Finn and explore public companies, the markets they trade in, and what owning a piece of a company actually means.

    • Public companies
    • Markets
    • Ownership
    Open Map of the Markets
  • A browser window holding Finulator, a flat illustrated town under a blue sky. A character stands on a green lawn between two rows of trees, with a row of blue houses behind and a road running along the front of the frame.

    Simulate

    Finulator

    Finn’s town, built to make money easier to understand. Explore saving, spending, investing, and everyday financial decisions by seeing how they work—not just reading about them.

    • Saving
    • Spending
    • Investing
    Open Finulator
  • Two handsets showing Buy Sell Hold. The one behind is red: a portfolio of $15,102, down 8.07 per cent, with Finn wincing beside the chart. The one in front is green: $5,320, up 47.67 per cent, with Finn in a party hat. Both carry buy, sell and hold buttons along the bottom.

    Play

    Buy Sell Hold

    Can you beat Finn? Play through real market cycles alongside Finn. Make the call to buy, sell, or hold—and see what happens next. Learn why patience, perspective, and time matter when you invest for the long term.

    • Market cycles
    • Patience
    • Long-term investing
    Download on the App Store Get it on Google Play
  • Two handsets showing Finmoji, powered by Troutwood. One holds a five minute assessment of emotional and cognitive biases, with Finn in the middle of it. The other browses the characters by topic, showing one called Cash Jumbled whose speciality is mental accounting.

    Discover

    Finmoji

    Meet Finn’s friends, and discover the Finmoji that fits you—and what it says about the way you think about money.

    • Emotional biases
    • Cognitive biases
    • Mental accounting
    Take the Finmoji quiz
  • College Explore in the Troutwood app, under the line explore demographics, tuition costs and more. A search field sits over a list sorted by admission rate: A.T. Still University in Kirksville, Missouri, Abilene Christian University in Abilene, Texas, Abraham Baldwin Agricultural College in Tifton, Georgia, and Academy of Art University in San Francisco, with an A to Z index down the right edge.
    One college opened in College Explore: Abilene Christian University in Abilene, Texas, with a link to its website. A demographics card reads 46.9 per cent male and 53.1 per cent female, then the student body by race and ethnicity, and an admissions card begins underneath it with a 6.7 per cent admission rate and enrollment of 4,516.

    Research

    College Explore

    Search and sort colleges across the country, then open any one for its tuition, admissions and the students who go there.

    • Tuition
    • Admissions
    • Demographics
    Open the app
  • Explore Careers in the Troutwood app, under the line compare salaries, outlook, job satisfaction and more. The search field reads Pittsburgh, PA. Below it, occupational groups as photo cards: arts, design, entertainment, sports and media occupations, then architecture and engineering occupations.

    Compare

    Career Explore

    Browse careers by occupational group, then compare salaries, outlook and job satisfaction where you live.

    • Salaries
    • Outlook
    • Job satisfaction
    Open the app

Calculators

One question each, answered in your numbers.

S&P 500 calculator

You bring: a starting amount, your age, a monthly contribution Open the calculator

Crisis calculator

You bring: a starting amount, your age, a monthly contribution Open the calculator

Fee impact calculator

You bring: a balance, a yearly contribution, a return, a fee, a number of years Open the calculator

Tax refund calculator

You bring: your refund, your age, the share you want to save Open the calculator

The Missing Semester series

A short course in the essentials.

Two books by Troutwood CEO Gene Natali, who has taught personal finance at the University of Pittsburgh since 2015 and spoken in more than 1,000 high school and college classrooms.

Both books are also inside the Troutwood app, with chapter discussions and more than 250 short quiz questions. More on the series at themissingsemester.com.

Before you read the results

Estimates, not promises.

  • An average, not a forecast

    The market calculators assume 10% a year, close to the S&P 500’s long-run average. Real years land far above and far below it.

  • The math is on the page

    Every calculator writes out what it assumes and the formula it uses, so you can check the number instead of taking it on trust.

  • Education, not advice

    These figures are for learning. Your taxes, your timeline and your tolerance for risk belong in a conversation with a qualified professional.

Learning it is the first step. Troutwood helps with the next one.

Request a demo Open the Troutwood app

Past performance is no guarantee of future results.