Financial Intelligence Dashboard

See Your Family's Complete Financial Picture

Connect your accounts to track savings, identify funding gaps, and get AI-powered recommendations — all in one place.

Below is a sample dashboard showing what your experience will look like.

This is a preview with sample data. Sign up and connect your accounts to see your real numbers.

$89,371

Total Saved

+$2,871 this month

$419,300

Total Gap

Across 2 children

$32,000

Scholarships Found

12 matches

$1,850

Monthly Contribution

On track

R

Riley — 11th Grade

College Bound • Duke University

440 days

to graduation

$45,200 saved$287,000 total
16% fundedGap: $241,800
$32,000 in scholarship matches found
J

Jordan — 9th Grade

Engineering • Georgia Tech

1170 days

to graduation

$18,500 saved$196,000 total
9% fundedGap: $177,500

Savings Growth

+$17,371 (6 mo)
JulAugSepOctNovDecJan$0k$25k$50k$75k$100k

Funding Breakdown

529 Plans
$63,700
Scholarships
$32,000
Savings
$13,271
Gap Remaining
$178,029

Connected Accounts

Chase Checking
$12,400
Riley 529 Plan
$45,200
Jordan 529 Plan
$18,500
Marcus HYSA
$13,271

Connect via Plaid to see your real accounts

Credit & Loans

742

Sample Credit Score

Student Loans$0
Parent PLUS EligibleYes
Est. Rate6.28%

*Requires Experian Connect

Ready to See Your Real Numbers?

Create an account, connect your financial accounts securely via Plaid, and get personalized AI recommendations to close your funding gap.

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Bank-level encryption Read-only access Never stores credentials