Financial Tools & Resources

Top financial platforms, services, and other tools to manage and grow your money.

Investment Tools & Research

Seeking Alpha

Premium Access

  • Expert research and insights

  • Stock ratings and analyst picks

  • Custom portfolio tracking tools

;

Empower

All-In-One Dashboard

  • All accounts, secured in one place

  • Monitor investments in real time

  • Track your true net worth in one place

;

Morningstar

Invest with Confidence

  • Trusted research & insights

  • Unlimited Morningstar access

  • Understand your portfolio

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ETF Research

ETF Research & Analysis

  • Free ETF overlap tool to compare

  • Powerful fund screening tool

  • Deep fund insights quickly

;

Capitalize

Easy 401(k) Rollovers

  • Find and move 401(k)s

  • Compare top IRA options

  • Rollovers handled hassle-free

;

Stock Rover

Premium Investing Tools

  • Institutional-Grade Screening

  • Integrated Portfolio Tracking

  • Comprehensive Research Reports

;

Snowball Analytics

Powerful Portfolio Tracker

  • All your investments in one place

  • Real performance

  • Automate dividend tracking

;

Portfolio Visualizer

Investment Tools & Analysis

  • Backtest portfolio performance

  • Optimize risk and returns

  • Allocation models

;

Personal Finance Tools

Boldin

Track Retirement Progress

  • 360Âş financial planning

  • Calculate “What-If” scenarios

  • Personalized insights for decisions

;

Raisin

Top Savings Rates

  • Highest-yield savings & CDs

  • Bonus-eligible offers, no fees

  • $10M+ FDIC/NCUA insurance

;

Quicken Simplifi

Smarter Money Planning

  • Real-time adaptive budgeting

  • Investment and retirement tracking

  • Cash flow forecasting tools

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Rocket Money

Track Your Spending

  • Cancels unwanted subscriptions

  • Enable automatic savings

  • Track your spending by categories

;

Projection Labs

Plan Your Financial Future

  • Monte Carlo life simulations

  • Compare top IRA options

  • Scenario testing, trade-offs

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Monarch Money

Master Your Finances

  • Track all accounts together

  • Budget, plan, and collaborate

  • Visualize spending and goals

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Tailor Brands

Start Your LLC Today

  • $0 + state fees

  • Guided step-by-step walkthrough

  • No legal headaches

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Rakuten

Get Easy Cash Back

  • $50 welcome bonus

  • Earn cashback on purchases

  • Access deals and coupons

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