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Description

Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that you always have the help of a licensed financial advisor whenever you need it.

Get all the information you need in one place. Get Gerber Kawasaki's unique viewpoint on the markets and issues. Have access to the news that's important to you. Finally a place for all of your money needs.

Build your financial plan and goals, Compare your progress with your friends.

Find out if you are on track to reach your short and long term goals. Retirement, college savings, planning a wedding or the family vacation. Set you goals and we'll show you what it take to achieve them. Are you doing what you need to reach your goals, see how you rank relative to your friends.

Manage your budget, Track your net worth

Set your budget, see how much money you can save and where to allocate it. Track your net worth and progress all in a secure environment. No personal account numbers and passwords to input. A simple interface to see where you're at and what you need to do to reach your financial goals.

Calculate your financial needs, Check and manage your accounts all in one place.

Use our customized calculators to determine how much you need to save and how to allocate your investments to reach your goals. Create your own goals and design a plan that works for you. Access your accounts and portfolios if you are a client of Gerber Kawasaki.

Access to your own dedicated financial advisor

Anytime you need help, have questions or simply want to open an account, your Gerber Kawasaki dedicated advisor is always here to help. Get the support you need to make your plan work, but also the guidance of an experienced advisor, no matter how much money you have! This is the first online financial solution that also gives you access to a real human being.
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User Rating

3.38 out of 5

13 ratings in United States

5 star
7
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Ratings History

Reviews

Best financial advice app

Rg2723 on

Because real advisors help you. App is great

Great for finances!

Msi04 on

Great app, very helpful in managing my finances

Love my Advisor

Dylan252 on

Great app that connects me with my advisor.

kept crashing

TLC3Publishing on

Terrible app. Do not waste your time.

Poor designed

chesb2 on

The design of this app is amateur at best. Additionally, one should know the owner likes to make threats against the President on twitter. Buyer beware. Unstable person. Would not do business with this company

Targeted harasser and doxer

Lulz on

The ceo of the company of this app is targeting certain voters and doxing them.

simon5un

simon199079125 on

Great app. This app allows me to track my budget and monitor my goals. The app is created by the company called Gerber Kawasaki and it does contain a lot of useful information.

Can't make account

Yakkr on

I keep getting a sign up error

Sign up error

DJStokes33 on

Won't even let me create an account. Says my email and/or password is invalid.

Failure

Claire Dillon on

Downloaded the App but it won't let me sign-up. Continually get an error message saying my email or password won't work. Disappointed that I can't even try it out. Must not be ready for use.

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Keywords

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App Info

Category
Finance
Languages
English
Recent version
2.5.2 (5 months ago )
Released on
Aug 27, 2014 (9 years ago )
Last updated
2 months ago