All of your finances, all in one app.

Create a complete financial plan Troutwood PRO. Integrate your financial accounts, manage your budget, track your progress in achieving financial goals, and improve your financial wellness.

Link Your Accounts

  • Sync your financial accounts for real-time transaction tracking
  • Build a budget that is right for you
  • View and grow your net worth

Proprietary Financial Wellness Technology

Measure and improve your financial health with the proprietary wellness shield scores.

  • PlanDo you have a financial plan?
  • LikelihoodAre your goals achievable?
  • AdequacyWill you have enough to retire?
  • Emergency PreparednessDo you have enough in case of an emergency?
  • On TrackAre you on pace to reach your financial goals?

AI Powered Financial Insights

  • Receive personalized recommendations designed to optimize your financial future.
  • Ask personal finance questions and receive answers based on your plan.

Debt Rank & Repayment Tools

Create a cost-effective strategy to repay debt.

Historical Tracking

Review your budgeting and account history and make informed decisions about the future.

Advanced Financial Wellness Tools

Risk Profile, Wellness Checklist, Emergency Preparedness, Finmoji, and many others.  

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