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What is Plum?

Investment funds are managed by professionals who aim to enhance returns while focusing on specific goals. If any single investment does not perform well, the effect should be limited to a small part of your overall portfolio. You have the flexibility to choose the amount you want to invest. Once your choices are made, we can efficiently allocate your funds across the investments you’ve selected. You also have the freedom to deposit or withdraw money as often as you wish, without facing any concealed charges or fees. It is essential to uphold strict standards when managing finances. Plum has been designed with a strong focus on ensuring your security and privacy. By connecting your bank accounts and credit cards, you can create an integrated account that makes financial management simpler. Frequent updates, whether on a daily or weekly basis, support your budgeting efforts and help you prevent unforeseen expenses. Furthermore, Plum keeps an eye on your bills and can notify you if changing providers could lead to savings or if you might be overpaying, keeping you well-informed about your financial situation. This proactive strategy not only improves your budgeting skills but also equips you to make better financial choices. Ultimately, taking control of your investments and budgeting with Plum can lead to a more secure financial future.

What is M1 Finance?

Streamline your financial management, encompassing investments, loans, and expenditures, all through one cohesive platform. You set the financial goals that matter to you, while we handle the automation processes for you. With an intuitive and free app, M1 manages routine activities, freeing you to concentrate on your larger financial aspirations. Achieve the perfect mix of personalization and automation as you navigate your financial choices. By reducing management fees, you gain additional resources to allocate toward your future investments. Acknowledging that your time is as valuable as your money, you make critical decisions, and we manage the finer points. You recognize that building true wealth is rooted in steady investing rather than fleeting trading or neglected retirement accounts. Our service is crafted to be adaptable, fitting your unique circumstances, and is heavily automated for your convenience. Your finances are strategically invested in a way that aligns with your preferences, all without incurring any fees. Take advantage of a flexible credit line offered at an incredibly low interest rate, enabling you to borrow against your investments with ease. Embrace the finest elements of digital banking, seamlessly integrating with your investment approach, empowering you to optimize every dollar effectively. This method simplifies financial oversight while simultaneously boosting your prospects for sustainable growth over the long term. The combination of these features ensures that you are not only managing your money but also strategically positioning yourself for future success.

Media

Media

Integrations Supported

Option Alpha
QuickBooks Online
The Dividend Tracker

Integrations Supported

Option Alpha
QuickBooks Online
The Dividend Tracker

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Plum

Company Location

United Kingdom

Company Website

withplum.com/funds/

Company Facts

Organization Name

M1 Finance

Date Founded

2015

Company Location

United States

Company Website

www.m1finance.com

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