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Version
1.1
Size
19.23 Mb
Updated
9 years ago
Released
19 Sep 2014
Description
FlexScore is a free, automated financial planning platform that answers the big questions in the back of your mind: how am I doing financially and what should I do to improve? Much more than just another budgeting app, FlexScore presents you with a holistic view of your personal finances across several categories—savings, debts, retirement accounts, investments, insurance plans, and more. FlexScore distills all that boring stuff into a single score on a scale of 0 to 1,000 and then tells you the Action Steps to take to earn more points, and actually improve financially.
Here’s how it works: First, you download the free FlexScore mobile app and create an account. Then, you take a minute to complete a personal profile page that gives us some general info about you—age, income, marital status, number of kids, and what financial goals you’ve set for the coming years. Next, you connect your financial accounts so that our patented algorithm can determine the best financial moves you should be making. Just tell us what you want to achieve, and we’ll give you a list of personalized steps to help you get there faster.
Some of FlexScore’s unique features:
Patented scoring algorithm based on financial industry standards, such as those set by the Certified Financial Planner Board of Standards
• Simple, intuitive scoring system of 0 to 1,000 (1,000 = financial independence!)
• Clear, easy-to-navigate layout
• Dashboard lets you view all your assets and debts at a glance
• Aggregation feature links FlexScore to your bank, credit union, company retirement plan, and brokerage accounts (8,000+ financial institutions supported)
• Automatic updates save you from tedious data entry
• Personalized financial advice (Action Steps) for short-term and long-term goals
• FlexScore Learning Center with hundreds of educational articles on personal finance curated for your exact needs
• Bank level security, with audits by Norton and McAfee
• Available in mobile and desktop versions (both free)
FlexScore was designed by two financial planners who have a combined 27 years of experience helping families and business owners manage their money. With FlexScore, they are making financial planning accessible, simple, and even a little fun.
Estimates
Search Keywords 1
| # | Term | Country | Place | Priority |
|---|---|---|---|---|
| 1 | personal finance investing | #15 |
Competitors
| # | App | Common keywords |
|---|---|---|
| 1 | Empower Personal Dashboard™ | 1 |
| 2 | Twine: Easy Saving & Investing | 1 |
| 3 | Morningstar Investor | 1 |
| 4 | Titan: Your Investment Team | 1 |
| 5 | Personal Financial Plan Wiz | 1 |
| 6 | Spiking Stocks Trading AI Data | 1 |
| 7 | Wolfram Personal Finance Assistant App | 1 |
| 8 | Investing Mentors by Netvest | 1 |
| 9 | Finimize: Investing Insights | 1 |
| 10 | StashLine | 1 |
| 11 | Personal Finance Portal | 1 |
| 12 | Financially Empowered | 1 |
| 13 | Worthy Financial - Earn 5% | 1 |
| 14 | Exo Investing | 1 |
| 15 | Snappy And The Nuts - Vol 1 | 1 |
| 16 | Money For the Rest of Us | 1 |
| 17 | CI Direct Investing | 1 |
| 18 | Clover.com.au | 1 |
| 19 | Simply Paisa | 1 |
Availability
Devices
iPhone4
iPad2Wifi
iPad23G
iPhone4S
iPadThirdGen
iPadThirdGen4G
iPhone5
iPodTouchFifthGen
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPhone5c
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
Pricing by country
| Country | Price |
|---|---|
| Canada | free |
| China | free |
| France | free |
| Germany | free |
| Italy | free |
| Netherlands | free |
| Portugal | free |
| Spain | free |
| Poland | free |
| UK | free |
| India | free |
| Japan | free |
| Poland | free |
| Russia | free |
| Turkey | free |
| USA | free |
| Korea, Republic Of | free |
| Ukraine | free |