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Financial freedom needs a starting point. This is it!

PERSONAL FINANCIAL WEBSITE - FREE VERSION
Private. FREE. Secure. A modern and secure solution to the common challenge of keeping track of financial details scattered across different platforms. With just a single sign-on, our private and free Personal Financial Website will gain you instant access to a clear snapshot of all your accounts. This convenience not only saves time but also enhances your financial awareness, allowing you to make informed decisions based on a full realization of your entire financial standing.

It's the modern solution to understanding and managing your personal finances...

Smart Money Management Begins Here

Prioritize Goals
On track for retirement? Buying a house? Saving for college?
All In One Place
Link all of your financial accounts with automatic daily updates.
Track Spending
Follow your budget and know exactly where your money goes.
Ask a Financial Pro
Ask a thrivealike Financial Advisor about your finances...for free!

Mobile App Features

Dashboard
  • See net worth, probability of success and accounts
  • View all your financial accounts (bank, credit card, investment and loan) on the go
  • Tap on individual accounts to access specific details
Digital Vault
  • Upload a file from your phone or photo gallery
  • Snap a photo of a document using your camera
  • Download, rename or delete existing files
  • Highest encryption in the industry
Investments
  • See a detailed overview of your asset allocation to know where you stand
  • Filter through accounts to see their individual asset allocation
Tasks
  • Create and use tasks as a tool for success
  • Each completed task builds momentum, reinforcing positive habits and propelling you closer to achieving financial milestones
Budget
  • Set budget goals and track spending
  • Use the Activity tab to identify spending patterns
  • See exactly where every dollar goes

Unlock the ease of managing your financial world effortlessly with just one secure sign-on...

As simple as 1, 2, 3

1. Create your free Personal Financial Website log in
2. Follow our guided process to enter your financial info
3. Track your progress towards Financial Freedom!

Sign up & download the app today!

Personal Financial Website: Free Version

Cancel Anytime.
FREE
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What You Get...
  • Personal Financial Website: Free Version
  • Access to a thrivealike Financial Professional*
  • Link all of your accounts and view balances
  • Track expenses against your monthly budget goals
  • Create budget categories
  • Review and re-categorize transactions
  • View asset allocation for all holdings or by account
  • Create and complete Tasks
  • Receive notifications regarding upcoming Tasks
  • Upload files securely in the Encrypted Digital Vault
  • Safety & Security: highest encryption in the industry
  • Unlimited Goal Scenarios
  • Complimentary Investment Portfolio Analysis with a thrivealike Financial Professional
  • "Probability of Success" scenario runs
  • Predict if and when you fall short of funding your goals
  • See what will be left to your heirs
  • And More...
*Access a thrivealike Financial Advisor during business hours via PFW Chat, Screen Share or phone call. Email any time and get a response or call back within 1-3 business days. Have your username ready for verification. Mobile App is offered through RightCapital Inc.: See RightCapital Inc. terms of service and privacy policy.

Not sure where to start? Schedule your free consultation with a thrivealike Financial Professional

The idea of retirement is an exciting time in one's life, but without a pension it can also be a scary prospect. One way to help ease the anxiety and become more confident about your financial future would be working with someone who is trained to find solutions to the risks and challenges you will face in retirement.
1. Share a little info
Create your financial snapshot by sharing basic information about you and your finances, what stage of Retirement Planning you are in (pre or post), and your current plan to recreate your paycheck in retirement without having a pension .
2. Free consultation
Uncover the potential of your retirement goals in just 15 minutes! Your virtual consultation with a thrivealike Financial Professional will give you an understanding of where you stand and what it will take to get you closer to financial freedom.
3. Decide to thrive
Harness the power of financial expertise with a thrivealike Certified Specialist who will create a customized plan with investment strategies tailored for you and the unique challenges you face when retiring without a pension.

Don't wait...Schedule your free consultation below

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