Project Finance
Project Finance provides users with three core benefits: Access and manage all your financial accounts through one website. With Project Finance, you just need 1 login to access and manage all your finances. And because all your accounts are connected – you’ll see real time trade-offs of contributing to one account over the other. Get tax optimized advice and recommendations on what you should be doing with your money. For every financial account you link, you get a real-time recommendation on what you should be doing. Pay more towards student loan debt? Contribute more to my 401(k)? We tell you exactly what you should be doing – based on your goals and your personal financial situation. See the future balance of all your accounts. See future cash balances, what your investment accounts will grow to, and when your debts will be paid off. Thinking about a big purchase? Or maybe you just made one. Your projections adjust dynamically based on real-time spending and income allowing you to quickly see the impact of your decisions.
