Put our intelligence to work for you, for free
Ready to create a plan for your finances? We help you track your saving and spending—and help you decide where to put your next dollar.
Make progress toward your goals on your timeline
See your financial picture at-a-glance
Know where you stand at all times. See all your assets and debts together in a simple, organized view.
Track your Investments—we'll be your co-pilot
We’ll categorize your transactions and highlight trends, so you can see where your money is really going.
Get strategic about saving smarter
We’ll look at where your finances stand today and offer suggestions where your next dollar might have the most impact.
Let's get your free plan started
See how the Edgetrustequity planning experience can help you reach your goals.