Personal financial management platform giving individuals and families a unified net-worth and estate-planning view.
Active plans
2
Total changes
2
Last change
Jul 16, 2026
Price trend
Changes in 12 months
2
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Pricier than 87% of Finance & Accounting tools (1716 compared)
$290/yr (was $490/yr, save 41%, ~$0.79/day)
Last 2 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 16, 2026 | Advisors & Firms | new plan | — | — | — |
| Jul 16, 2026 | Individuals & Families | new plan | — | $290 | — |
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