What's great
Amazing platform for beginners and pros - great goal based financial planning platform that helps you each step of the way from planning to making asset allocation decisions and tracking performance.
UI is great. Easy to use, track your progress and understand.
What needs improvement
Would be great to automate the financial planning side so I don’t even have to think about which goals to invest towards.
vs Alternatives
Fulfilled makes it easy to manage my money. It shows me exactly how to plan for my goals and keeps me on track. I know I can trust their advice because they’re completely transparent and unbiased.
Fulfilled also makes it easy for my wife and I to stay on top of our money - with easy account sharing.
Plus, the fact that I don’t have to transfer any money meant it was super easy to get started.
Which banks and brokerages can I securely connect?
All of them
Can I override or customize suggested allocations?
Yes you can
Does it support two-factor authentication and encryption?
Yes