Projects

Tailored financial plans that evolve with you.

A user interacting with a dynamic financial dashboard showing real-time income and expense updates.
A user interacting with a dynamic financial dashboard showing real-time income and expense updates.
Budgeting

Track expenses seamlessly across all accounts.

A smartphone screen displaying a categorized expense tracker with colorful charts.
A smartphone screen displaying a categorized expense tracker with colorful charts.
Investing

Personalized mutual fund suggestions for growth.

Graphs showing thematic mutual fund performance over time.
Graphs showing thematic mutual fund performance over time.
A happy user reviewing their updated financial plan after a life event.
A happy user reviewing their updated financial plan after a life event.
Planning

Adjust plans instantly with real-time data.

Insights

Actionable advice to beat behavioral biases.

FAQs

How does Investfit work?

Investfit combines your bank accounts and market data to create a real-time financial plan.

Can I track expenses easily?

Yes, it automatically tracks your expenses by linking all your accounts in one place.

How does Investfit handle life changes?

It adjusts your financial plan instantly based on income shifts, expenses, or market updates to keep you on track.

Is my data secure?

Absolutely, we use strong encryption to protect your personal and financial information.

What makes Investfit different?

It blends budgeting, expense tracking, and personalized advice in one simple platform.

Can Investfit help overcome financial biases?

Yes, it offers actionable advice and nudges to reduce emotional decisions and procrastination.

Get in touch

Questions? We're here to help you plan smarter.

A friendly financial advisor smiling while reviewing a client's budget on a laptop.
A friendly financial advisor smiling while reviewing a client's budget on a laptop.