Leave a Review BrightPlan
I don’t usually do this..
I don’t really like to write reviews but I just had to for this app. It truly is like having a Finacial Advisor in your pocket. I was able to link all my bank accounts and investments in one place to get a comprehensive view of my net worth, assets, and debt. It also allows you to set goals and helps you create a budget and plan to achieve those goals. The only thing they can approve is the process of connecting the third party bank accounts. I found that process to be a little slow and some of my passwords weren’t working and I had to keep refreshing the app. But other than that, it’s amazing and an app I use almost everyday !Show lessBrightPlan works!
Best financial app I’ve ever used! HIGHLY recommend!!Clean and seamless
This app is crisp, handles finances well, and provides good customer support. When my own Roth IRA was found to have an issue, it was immediately solved the day after. Service is good, and the app provides many tools for different financial goals.