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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

Plootus is a personal finance and retirement planning platform designed to help individuals better manage their financial accounts and optimize their long-term investment strategies. The platform focuses on retirement accounts such as 401(k), 403(b), 457, and Thrift Savings Plan (TSP), helping users identify hidden fees, improve portfolio allocations, and make more informed investment decisions. Plootus allows users to link thousands of financial institutions and integrate checking accounts, savings accounts, credit cards, and investment portfolios into one unified dashboard. This centralized view provides real-time insights into income, expenses, assets, and liabilities. The platform also includes budgeting tools and expense analysis features that help users understand spending patterns and identify opportunities to save. An AI-powered retirement calculator analyzes personal financial data along with regional cost-of-living information to estimate retirement savings requirements and project future financial needs. Based on these projections, Plootus provides personalized recommendations for adjusting contributions, managing risk, and optimizing investment allocations to help users stay on track for retirement goals.

API Access

Has API

API Access

Has API

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Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Plootus

Founded

2017

Country

United States

Website

www.plootus.com

Product Features

Product Features

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