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What is GlidePath Money?

GlidePath Money is a desktop application developed with a focus on a local-first strategy, designed to meet the financial planning requirements of individuals and small businesses alike by providing features for tracking net worth, managing cash flow, conducting retirement Monte Carlo simulations, and exploring Social Security options, along with strategies for Roth conversions and tax brackets, estimating ACA subsidies, and planning for debt repayment; additionally, it offers a full suite for small businesses that includes Schedule C forms, the ability to generate invoices and estimates, track depreciation, log mileage, and prepare exports for accountants. A notable aspect of this software is its deliberate avoidance of bank aggregation, allowing users to import their own CSV or PDF financial documents, which removes the necessity of a cloud account and keeps all data stored locally on the user's machine—only certain features, like encrypted phone synchronization, ticker symbol price checks, and the Glide explainer, send any data externally, and even in those cases, users' account balances are never uploaded. Each numerical entry provides transparent insights into its foundational assumptions and calculations, giving users a thorough understanding of their financial information. The application is sold as a desktop license, ensuring that after purchase, it is permanently owned by the user with no compulsory subscription fees; however, an optional annual plan is available for those interested in receiving updates and new tax regulations. GlidePath Money is compatible with Windows, macOS, and Linux, placing a strong emphasis on user security and privacy while offering comprehensive financial management tools, thus making it a superior option for anyone looking to gain control over their financial affairs without depending on cloud services. This commitment to user autonomy and security sets GlidePath Money apart in the realm of financial management applications.

What is Buxfer?

You have the capability not only to oversee your own finances but also to manage the financial responsibilities of others, such as less accountable roommates, by linking Buxfer to your bank account or by importing financial data files. This feature helps you generate comprehensive reports detailing who owes money, and it includes an IOU functionality. By subscribing to either the Plus or Pro memberships, you will gain access to unlimited account management, the ability to create endless budgets, and numerous bill reminders customized to fit your financial requirements. Our powerful platform is built in accordance with strict industry standards, such as PCI and SOC3 compliance, ensuring that your data remains secure. We employ sophisticated 256-bit encryption to protect sensitive information and ensure secure communication with your device, effectively guarding against unauthorized access. Furthermore, respected independent security firms conduct daily assessments, which encompass thorough port scans, evaluations for network vulnerabilities, and tests for potential weaknesses in web applications, thereby maintaining a high standard of security for your financial data. This unwavering dedication to security allows you to manage your finances with assurance, free from concerns about external threats. In summary, you can take control of your financial landscape with confidence, knowing that robust measures are in place to protect your information.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$129 (one-time)
Free Version
Free Trial Offered?

Pricing Information

$3.99 per month
Billed annually
Free Version
Free Trial Offered?

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

QuickTech LLC

Date Founded

2019

Company Location

United States

Company Website

glidepathmoney.com

Company Facts

Organization Name

Buxfer

Company Website

www.buxfer.com

Categories and Features

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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