WealthBuilder Planning vs FinancialWell

WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our fiduciary advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. Request free access to WealthBuilder Planning at www.wealthbuilderplanning.com

FinancialWell: Your Personalized Guide to Financial Success Take control of your finances with FinancialWell, the easy-to-use app designed for everyone — from budgeting beginners to financial. Key Features: • Start with a Demo: Explore premium features using our demo database and discover the unlimited possibilities FinancialWell offers. • Smart Transaction Input: Our app learns your financial habits, reducing manual inputs to just a few taps. Save your favorite places, and we’ll auto-fill transaction details for you. • Travel-Friendly Currency Detection: Automatically switches to the local currency when you’re abroad, making it effortless to manage finances while traveling. • Monthly Cashflow Overview: See at a glance how much you’ve spent, saved, or what’s left for the month with our intuitive cashflow summaries. • Spending Trend Analysis: Get insights into your daily spending patterns with trend line charts. Receive personalized advice if you’re overspending and compare trends with previous months or years. • Recurring Transactions: Set up recurring payments with flexible frequencies—weekly, bi-weekly, monthly, and more—so you never miss recording a transaction. • Budget Management: Set and adjust your budget limits by category. Choose a fixed amount or let the app auto-adjust based on your average spending. • Detailed Transaction History: Easily find any transaction with advanced filters—date ranges, amounts, categories, tags, and more. • Import & Export: Seamlessly import transactions from CSV or XLSX files and backup or restore your data via iCloud Drive. Your data is always secure and only accessible by you. • Comprehensive Reports: Visualize your spending with pie charts and bar graphs. Spot seasonal trends, monitor progress toward savings goals, and get a bird’s-eye view of your financial health. • Built-in Calculator: Need to crunch numbers? Use our mini calculator when adding new transactions. Privacy First Your data is truly yours. We respect your privacy and do not share your information with third parties. All your data is stored securely on your device and in your personal iCloud Drive—we don’t have access to it. More about our Privacy Policy: https://www.financialwell.app/privacy-policy We’re Here for You We’re always working to improve FinancialWell and would love to hear your feedback. If you have any suggestions or encounter any issues, please let us know. Together, we can make the app even better! Join Us in Making Financial Wellness Accessible to Everyone Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/