Planwise: Understand Your Financial Future

Planwise helps you plan for the future by making sense of your financial data with simple, straightforward graphical visualizations.

Plan your Future Wisely

Planwise helps you find the balance between the things you want to do and the things you need to do by organizing your financials into easy-to-understand graphical data. The site’s aim is to ease the stress of managing bills, mortgage payments and other not-so-fun things so that you can focus on the good stuff in life. Planwise accomplishes this difficult task by organizing your financial information in a graphical chart; after entering some key information, such as your monthly income, regular expenses, and the amount of cash currently in your bank account, the site displays a graphic that charts how your finances will grow or change over time.

Help your Clients Understand their Finances

The service is also designed to be embedded on websites or used by businesses to help consumers make sense of confusing financial plans. The site demonstrates how a real estate company, for example, can use Planwise to help its clients more clearly understand how up-front costs and mortgage payments. It also explains that the same service can be used to enhance any sort of business that requires smart financial planning, such as wedding planning or travel agencies. The program can be used in several different countries, as it works with fifteen different currencies.

Safe and Anonymous

Unlike other financial-organization sites, there’s no need to link a bank account or entrust Planwise with any information that could put your security at risk. You enter all of your information manually and anonymously, so there’s no way that anyone could access your financials. The process is easy and the resulting graphical information makes the complexity of financial burden easy to comprehend. So if you want to understand your financial future and use your money wisely, Planwise will be happy to be your little helper.

 

Will Hagle:

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