Finplan vs WealthMap

Introducing a new kind of home buying experience with Finplan and its revolutionary Mortgage Calculator App. Reimagine the process with intelligent guidance, access to experienced mortgage advisors, expert home buying negotiators, and a versatile mortgage tool all at your fingertips. Explore the effects of various lenders and their unique offerings effortlessly. Unlock Live Rates for advanced insights, and generate and share a comprehensive PDF summary of your mortgage plan.

Your wealth is more than your investment portfolio. Bring your property, pensions, investments, cash and debts into one clear picture—and understand where you stand. No bank connection required. YOUR ENTIRE WEALTH. ONE CLEAR VIEW. Follow your net worth over time, explore your portfolio mix and see the assets and debts behind your balance. Track stocks, ETFs, funds, crypto, gold, property and more, with multiple currencies and price updates for supported investments. KNOW YOUR WEALTH AGE Put your financial progress in perspective. Wealth Age starts with your actual age and considers seven financial and tracking factors, including growth, debt health, liquidity and savings. Explore what shapes your reading and follow it over time. It is a model estimate, not a retirement age or population ranking, and needs at least two valid balance snapshots spanning 14 days for a full result. UNDERSTAND WHAT CHANGED Your Briefing connects recorded changes with the details behind them. Explore the evidence, review gaps in your records and open the relevant holdings. On compatible devices, Apple Intelligence helps select relevant observations, with AI processing on your device. A calculated Briefing is available without Apple Intelligence. MAKE RETIREMENT A PLAN Explore financial independence with the FIRE planner. Adjust spending, savings, retirement age and assumptions to compare possible paths. See how accessible investments and pension access fit together. Set wealth goals and explore future wealth projections as your plans evolve. GIVE EVERY ASSET ITS PLACE Record property valuations and keep supporting documents together. Compare recorded changes with available property-market indices. Review investment holdings and manage your assets and liabilities with clearer detail screens. KEEP TRACK OF YOUR INCOME Record dividends, interest, rent and other investment income. See recorded payments separately from amounts expected from your schedules. Income entries keep a history; they do not automatically change account balances or investment holdings. LESS ADMIN. MORE PERSPECTIVE. • Review cash flow and recurring activity. • Import supported broker CSV files. • Keep useful figures close with Home Screen widgets. • Export PDF reports and CSV records. • Find holdings through Spotlight and use Siri shortcuts. PRIVATE BY DESIGN No WealthMap account required. Records are stored on your device, with private iCloud sync across your devices. Protect access with Face ID or Touch ID. ACCESS AND REQUIREMENTS Continued access requires a monthly or annual subscription, or a one-time lifetime purchase. Prices and any eligible introductory offers are shown before purchase. Subscriptions renew automatically unless cancelled. The app interface is in English. Apple Intelligence features require a compatible device, iOS 26 or iPadOS 26 or later, and Apple Intelligence enabled. Siri phrases are currently in English. Projections and property indices are estimates, not guarantees or individual property valuations. WealthMap is a tracking and planning tool, not financial advice. Privacy Policy: https://buildforward.eu/wealthmap#privacy Terms of Use: https://buildforward.eu/wealthmap#terms