Bank, save and invest with the whole range in view.
Trust-wealth investment puts your everyday account, savings and long-term investing in one place, and shows what a rough decade could look like next to a strong one.
Growth planner
Set your numbers, then drag across the chart to look at any year.
Risk profile
Everything you hold, in one balance.
Everyday account
Get paid, pay people and see every transaction the moment it happens.
Savings
Set money aside in its own pot and move it back whenever you need it.
Investing
Buy and sell four funds in dollar amounts, with your cash and investments side by side.
Ranges, not promises
Every projection shows a rough, a typical and a strong case, so you can plan for the whole spread.
Try it with demo money.
Send a payment, move savings, buy a fund. Everything works, and nothing is real.