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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Fulfilled is an all-in-one financial platform focused on delivering personalized investment guidance and tailored financial plans to help users confidently grow their wealth. Through interactive calculators and elite investment strategies, users can visualize their financial journeys and create custom portfolios that align with their goals—all without transferring assets. Fulfilled offers flexible pricing plans, including a forever-free tier with one static portfolio and paid Pro plans featuring unlimited custom portfolios, automatic updates, and priority support. The platform stands out for its commitment to personalization, low fees, and ease of use, making sophisticated wealth management accessible to everyone. Customer testimonials highlight how Fulfilled removes money anxiety and fosters financial confidence with tailored strategies. With SEC registration and encrypted data protection, Fulfilled ensures users’ security and trust. The platform also provides expert support and direct access to founders for personalized assistance. Fulfilled aims to transform how individuals plan and invest for their financial futures.

Description

MoneyWiz stands out from typical finance applications by offering a rich array of features tailored for advanced users while remaining user-friendly for novices. Rather than dictating how to handle your finances, it provides the flexibility to manage your money in a way that suits your individual preferences! Capable of functioning offline, it seamlessly syncs your data once you're back online. With robust 256-bit military-grade encryption ensuring the security of both data transfer and storage, your information is safe and sound! Whether you wish to import data from another financial app, link directly to your bank accounts, or take a manual approach, MoneyWiz accommodates all your needs! By helping you track your spending, it makes it easy to hit your savings targets. Additionally, MoneyWiz features budgets based on income and expenses, with the smart ability to automatically categorize and tag new transactions. You can adjust your budgets effortlessly by reallocating funds as needed, and the integrated budget progress view provides a clear comparison of your current status against your goals, making financial management more transparent. Ultimately, MoneyWiz empowers you to take control of your financial journey with confidence and ease!

API Access

Has API

API Access

Has API

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$4.99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fulfilled

Founded

2025

Country

United States

Website

www.fulfilledwealth.co

Vendor Details

Company Name

MoneyWiz

Country

United States

Website

www.wiz.money/

Product Features

Product Features

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