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What is Sequence?

Imagine a streamlined approach to your financial transactions, where you can establish intelligent protocols for routing and manage everything effortlessly via a powerful platform. You will be empowered to oversee the distribution of your funds across multiple accounts using an interactive money map that evolves according to your preferences. Capitalize on automated processes driven by smart rules and conditional logic, which will aid in both saving and investing while optimizing your financial management. Our platform is compatible with a variety of accounts, such as checking, savings, brokerage, credit cards, and even cryptocurrency wallets. The Sequence feature allows you to take actionable steps towards implementing your financial strategies right from within the platform. Quickly transfer funds across all accounts, ensuring that your finances are efficiently routed and automated to the best account at the right moment, which helps in reducing debt while giving you a holistic view of your financial landscape. Elevate your financial management capabilities using conditional logic, including creative flows designed with IF statements to maximize your resources. Furthermore, you have the option to invite a partner or financial advisor to work alongside you as an editor, which promotes engagement and keeps everyone involved in your financial decisions. This collaborative method not only enhances transparency but also leads to improved decision-making for more favorable financial results, ensuring that all parties are aligned and working toward shared goals.

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.

Media

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

$6.99 per month
Free Trial Offered?
Free Version

Pricing Information

$129 (one-time)
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

Sequence

Company Location

United States

Company Website

www.getsequence.io

Company Facts

Organization Name

QuickTech LLC

Date Founded

2019

Company Location

United States

Company Website

glidepathmoney.com

Categories and Features

Categories and Features

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