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What is Fulfilled?

Fulfilled is a cutting-edge financial platform dedicated to providing truly personalized investment guidance and wealth-building strategies designed around each user’s unique financial goals. Featuring a comprehensive Wealth Toolkit with interactive calculators and expert insights, Fulfilled helps users visualize their journey and make informed decisions with confidence. The platform allows users to build custom portfolios tailored specifically to their needs without requiring asset transfers, giving them full control and flexibility. Fulfilled offers multiple pricing tiers, from a free plan with a single static portfolio to Pro plans that unlock unlimited custom portfolios, automatic rebalancing, ongoing financial planning, and advanced portfolio analytics. Users benefit from low fees, priority support, and personalized communication, ensuring an accessible yet elite investment experience. With strict SEC registration and robust encryption, Fulfilled guarantees the security and privacy of client data. Customer reviews emphasize the platform’s ability to eliminate financial stress and deliver real, personalized value. Direct founder engagement and responsive support further enhance the user experience. Fulfilled is ideal for individuals looking for a tailored, low-cost alternative to traditional financial advisors and robo-advisors. Overall, the platform empowers users to level-up their financial future with confidence and clarity.

What is Basil?

Basil is an intuitive and feature-rich app designed for investment research and portfolio tracking, catering to both beginner investors and seasoned finance professionals alike. At its core, Basil offers a suite of powerful tools that facilitate the management and monitoring of investment portfolios. The application ensures a dynamic and user-friendly experience, making the intricacies of financial markets accessible to all users. For portfolio tracking, Basil equips individuals with real-time analytics and comprehensive data related to their investments. Its dashboard showcases asset allocation, investment performance, and historical growth trends, enabling users to monitor a variety of securities, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), with continuous updates. Additionally, customizable notifications alert users to significant changes and potential opportunities within their portfolios. In terms of investment research, Basil stands out as a robust tool that consolidates financial data, market insights, and detailed analyses, empowering users with advanced statistics to inform their investment decisions. With its comprehensive features, Basil not only aids in tracking investments but also enhances the overall understanding of the market landscape, making it an invaluable resource for anyone looking to navigate the world of finance effectively.

Media

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Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5.99/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fulfilled

Date Founded

2025

Company Location

United States

Company Website

www.fulfilledwealth.co

Company Facts

Organization Name

Basil Finance

Date Founded

2022

Company Location

United States

Company Website

basil.fi

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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