4.9 out of 5 stars
(139855 Ratings)
Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions.
Learn more about Monarch Money
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.
Learn more about NaviPlan
Franklin AI
Franklin AI is personal finance software with a built-in AI financial advisor. Instead of manually analyzing dashboards and spreadsheets, ask questions about your money and get clear, personalized answers.
Connect bank, credit card, and investment accounts from 12,000+ financial institutions. Franklin automatically analyzes your income, expenses, subscriptions, and financial habits to provide actionable insights.
Ask things like: "What am I overspending on?" "How much do I spend on subscriptions?" "Am I on track with my budget?"
Features include AI-driven budget tracking, expense analysis, subscription detection, savings opportunities, net worth tracking, spending trend analysis, and couples collaboration. Partners can manage finances together in one place.
Franklin provides beautiful Sankey diagram visualizations that show exactly where your money flows. No spreadsheets, no manual categorization, just answers.
Try Franklin free for 30 days. No credit card is required.
Learn more about Franklin AI