How It Works

See your entire financial life solved in a simple, clear format. By answering a few questions, our technology will provide you with customized financial planning based on YOUR goals and resources.

How It Works

See your entire financial life solved in a simple, clear format. By answering a few questions, our technology will provide you with customized financial planning based on YOUR goals and resources.

Getting Started is Easy!

Tell us about your current financial situation in a few easy steps.  On average, it takes only five minutes to complete your profile and create your own personalized timeline.  

WE GOT 'IT'

You can be confident in your customized plan, knowing that “Intelligent Technology” is behind the entire RoboPlanner® engine.  Yes, engine because this platform is not just some mortgage calculator or budgeting tool with pretty pie charts.  RoboPlanner® has six patent pending technologies driving the complex algorithms behind the recommendations given. 

Our Intelligent Technology...

  • Determines what goals you should have based on your demographics and profile information
  • Calculates how much you need for each goal, debt, and protection
  • Takes into account your entire financial situation (income, expenses, assets, debts and policies) to solve for all your goals, debts, and protections in conjunction with each other and the multiple timeframes involved
  • Updates an entire comprehensive plan in seconds, not days
  • Provides the right vehicles to use to implement your plan

Our sophisticated algorithms combine to run an intelligent decision engine that is dynamic, comprehensive and loaded with features that are not available anywhere else without having a human financial planning advisor.  

Core Features

Action List

Your Action List is a monthly to-do list…keeping you on track to achieve ALL your goals.  You can filter by Goals, Debts and Protections as well as see which actions you have already completed.  Make immediate progress by taking action with the click of a button.

Core Features

Rationale

The Rationale feature explains all aspects of the recommendations generated by the RoboPlanner®.  And we mean everything–like why a specific product or account is appropriate, how much you need to save for each goal, to pay on each debt, and how much insurance coverage you should have to protect your family.

Core Features

Money Source

Our proprietary Money Source feature shows you how you can afford to reach ALL your goals with the resources (assets and cash flow) you have.  RoboPlanner® calculates the most efficient way to allocate your money so that you can fund the right account and make payments towards your debt in the shortest possible timeframe.  

Core Features

CashFinder

The CashFinder feature shows you where you can save money within your monthly budget (cash flow) so that you can fund ALL your goals. See which expense categories you can make small adjustments to free up the cash you need for a successful plan.

Core Features

My Achievements

With the My Achievements feature, you can see what goals you have achieved and look back on what actions you took to reach those goals.  Hopefully each success will give you a sense of accomplishment and the confidence to achieve even more goals!

"If you don't take action... it's just a plan!"

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SECURITY

We understand that security and privacy are important to you and we take both very seriously.  RoboPlanner® employs industry standard data security protocols to ensure your information is protected.

Security Features

READ-ONLY

RoboPlanner® does not custody assets and has no direct access to your funds or investments. Our software works in a read-only capacity and collects balances or necessary data (such as interest rates on loans) to help you reach your goals. There is no ability to transfer funds, make withdrawals, deposits, or investments or otherwise affect your accounts within our system.

SECURE DATA

RoboPlanner® follows the same standards as banks when transmitting sensitive financial data. We use 128-bit secure socket layer technology and SHA-256 encryption, so sensitive information is fully protected. Physical data protection includes biometric checkpoints, multiple keylock entry and constant video surveillance.

PRIVACY

When you link your accounts to RoboPlanner®, all data is made anonymous. This means that personal financial information cannot be tracked back to you. We do not sell your personally identifiable information to anyone.

Enjoy the Important Moments of Your Life!

Watch our “Moments” video and see how RoboPlanner® can help you.

All of this for FREE?

That’s right! You get all of this for FREE!  How do we do that?  RoboPlanner® has a network of affiliates that advertise within our platform and have their products recommended.  Don’t worry, the planning is still objective and customized to your financial situation.  To enact good financial planning and reach your goals, you are going to need a few things along the way–like insurance protection for your family, the right type of accounts, and maybe a home loan or auto financing.  

By connecting you to appropriate products and services, we want to make putting your plan into action even simpler and more convenient.  We charge flat fees to our affiliates, so we do not benefit in any way by recommending certain products to our customers over others.  RoboPlanner® is committed to remaining transparent about how we offer fully automated financial planning for free.  

Ultimately, the choice is always yours.  We’d love to make it easy for you and beneficial to our affiliates by offering you deals and access to the tools needed to improve your financial life.  Win-win!

What our users are saying…

  • “I really like the ease in which you can add goals and the icons make the process interesting. I also like the break down of all the timelines and goals…really comprehensive look at my financial picture.”

    Michelle
    Customer
  • “The layout is nice and simple, and at the same time it feels sophisticated. The whole app is very user-friendly and the tools (financial calculators, etc.) are quite handy.”

    Mary
    Customer
  • “I love the features of adding goals and debt and how to pay them off!”

    Natasha
    Customer
  • “Overall, I like the data entry, easy to use. The more you navigate the easier it becomes.”

    Mary
    Customer
  • “I like having a tool that allows me to view my financial life at a glance, but also add in goals!”

    John
    Customer
  • “I love the planning features. It really helps to see the concrete things to do to meet goals.”

    Donna
    Customer
  • “I’d definitely use the tool again because it’s nice to see my personal finance goals mapped out like this.”

    Ted
    Customer

Be a part of the RoboPlanner® revolution!

RoboPlanner® powered by iQuantifi

"If you don't take action...it's just a plan!"
Security
We understand that security and privacy are important to you and we take both very seriously. RoboPlanner® employs industry standard data security protocols to ensure your information is protected.
Interested in advertising with us? Our affiliates help us offer the right products and services to our users to help them reach their goals. In return, they reach a highly qualified audience. Let’s talk about the benefits of our affiliate program for everyone involved.