2.4.0 Safe to install
You have a dream destination. The BrightPlan mobile app, a tool for BrightPlan clients, aids in this financial journey. Through saving and investing for goals such as purchasing a home, education, and retirement, enjoy the process and monitor your progress closely.
BrightPlan Financial Wellness Coach™
Your BrightPlan Coach provides personalized advice at every step of your financial journey to support you in achieving your financial objectives.
BrightPlan Financial Wellness Score™
Your Financial Wellness Score offers an instant snapshot of your financial well-being. Each smart money decision you make automatically updates your score, propelling you from a Basic Budgeter to a Money Master.
BrightPlan Smart Budget™
Smart Budget assists you in swiftly outlining a financial plan that maximizes the impact of your savings, expenditures, and investments. By connecting your credit cards and bank accounts, BrightPlan analyzes your previous spending patterns intelligently and generates your budget automatically.
Spending Analysis
Understand how your spending choices influence your financial future with a quick spending analysis that provides insights in seconds rather than hours.
Set Financial Goals:
- Pay off debt
- Build an emergency fund
- Buy a home
- Save for education
- Retire in style
Investment Advice:
- Receive a tailored investment strategy for each goal
- Personalized guidance to keep you on the right path
- Explore potential future scenarios based on 1,000 market simulations and your specific inputs and assumptions
Track Your Financial Life:
- Connect all your financial accounts from over 16,000 institutions
- Understand how market fluctuations impact your objectives
Automated Investing:
- Access professionally managed portfolios featuring low-cost funds from Dimensional Fund Advisors and Vanguard
- Regular account rebalancing to align with your strategy
- Smart dividend reinvestment
- Tax-optimized investment approaches
Overview
BrightPlan is a Freeware software in the category Business developed by BrightPlan LLC.
The latest version of BrightPlan is 2.4.0, released on 07/06/2024. It was initially added to our database on 03/07/2024.
BrightPlan runs on the following operating systems: iOS.
Users of BrightPlan gave it a rating of 5 out of 5 stars.
FAQ
What is BrightPlan?
BrightPlan is a comprehensive digital financial wellness platform designed to help individuals achieve their financial goals through personalized guidance and advice.
How does BrightPlan work?
BrightPlan works by analyzing your financial situation, goals, and preferences to create a customized financial plan. It offers tools and resources to help you manage your budget, investments, retirement savings, and more.
Is BrightPlan suitable for beginners in financial planning?
Yes, BrightPlan is suitable for beginners as it provides easy-to-follow guidance and educational resources to help users understand and improve their financial well-being.
What features does BrightPlan offer?
BrightPlan offers features such as goal setting, budgeting tools, investment recommendations, retirement planning, debt management, and access to certified financial planners.
Is my personal information safe on BrightPlan?
Yes, BrightPlan takes privacy and security seriously. It uses encryption and follows industry best practices to safeguard your personal and financial information.
Can I access BrightPlan on my mobile device?
Yes, BrightPlan has a mobile app that allows you to access your financial plan, track your progress, and manage your finances on the go.
Does BrightPlan provide investment recommendations?
Yes, BrightPlan offers personalized investment recommendations based on your risk tolerance, time horizon, and financial goals.
How much does BrightPlan cost?
The cost of using BrightPlan may vary depending on the subscription plan you choose. It typically offers different tiers with varying levels of services and fees.
Can I get live support from financial planners through BrightPlan?
Yes, BrightPlan provides access to certified financial planners who can offer personalized guidance and support as part of certain subscription plans.
Is BrightPlan only suitable for individuals or can it be used by families as well?
BrightPlan can be used by both individuals and families who want to improve their financial wellness. It offers tools to help multiple household members track their finances and work towards shared goals.
02/20/2017![]() |
PDF Compress 3.3 |
02/21/2025![]() |
Acrylic Wi-Fi HeatMaps 5.0.9179.22281 |
02/21/2025 | Acrylic Bluetooth LE Analyzer 1.4.9179.22414 |
02/21/2025![]() |
Privacy Eraser 6.16.3.5168 |
02/21/2025![]() |
Skład Opału 18.6.3 |
02/19/2025 | Thunderbird 135.0.1 and 128.7.1 ESR updates available |
02/16/2025 | WinZip 29.0 update fixes vulnerability |
02/13/2025 | Microsoft February 2025 Patch Day |
02/12/2025 | Adobe February 2025 Patch Day |
02/09/2025 | Paint.NET 5.1.3 released |
Latest Reviews
Kommunikationstrainer Italiano. Version 12. Windows Vista/XP/2000
Boost Your Language Skills with Kommunikationstrainer Italiano 12 |
|
![]() |
One Line Dots Connect the dots
Connect the Dots Simplified: One Line Dots Delivers a Fun Challenge |
Kommunikationstrainer Français. Version 12. Windows Vista/XP/2000
Master French Communication with Ease |
|
![]() |
One Key: Password Manager
Secure Your Secrets with One Key! |
Kommunikationstrainer English. Version 12. Windows Vista/XP/2000
Master English Communication Skills with Kommunikationstrainer |
|
Virtuelles Prüflabor: Härteprüfverfahren, CD-ROM Vickers, Brinell und Rockwell C. Einzelplatzlizenz, mit Simulation
Revolutionize Your Testing with Virtuelles Prüflabor |