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Our coverage spans 18,000+ banks & brokerages.
New feature!
Security
Your data belongs to you—
not your broker, and certainly not us.
Pay us way less than you
would pay any advisor
Tracking
Most popular
Free
Up to 10 links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Automatic scanning
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access
Monitoring
Most popular
$20
/month
Billed annually as $240
Up to 10 links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Automatic scanning
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access
Plus
Most popular
$30
/month
Billed annually as $360
Unlimited links
Simplified dashboard
Global performance
Flexible statement
Activity feed
Automatic scanning
Advisor monitoring
Portfolio score
Fee analysis
65+ flag checks
Normalized pure data
Priority assistance
Early feature access