Fruition: Budget + Track Money

See it. Plan it. Achieve it. Realize your financial goals with Fruition. FOLIO Open your eyes to a view of your full financial picture in a personalized dashboard. Connect and centralize your accounts and transactions in one place with one login. With the Fruition Folio you can: • connect and aggregate your financial accounts in one place including checking, savings, mortgages, loans, investments, and more. • see summary and detailed views of all your financial accounts and all of your transactions. • track your Spending by categories and sub-categories with our spending wheel. • see all of your Investments by asset type and track their value. • create an Auto or Custom Budget to see weekly and monthly budget breakdowns • conquer your debt with a Debt Paydown plan that aggregates as many of your debt accounts as you choose and provides a timeline for payoff based on paydown method (snowball vs avalanche). MENTOR Plan for life’s milestones with our money mentors. Their expertise and intuition help bring your financial goals to Fruition. From babies and beach vacations to rental properties and retirement, realize all of your plans with the one-on-one support of a real human along the way. Our mentors have decades of experience in the financial services industry and are a trustworthy resource on topics like retirement, saving for college, debt management, and more. With Fruition Mentors you can: • schedule a session with your mentor for 20 or 50 minutes at a time that works with your schedule. • join a private and confidential one-one-one video conference with a money mentor. • have a partner, parent, friend, or financial professional join the session. MEMBERSHIP LEVELS Fruition Monthly ($9.99/month - 30 day free trial) • Accounts summary & details for checking, savings, mortgages, loans, and investments • Transactions summary & details for checking, savings, mortgages, loans, and investments • Spending by category & sub-category • Filtering to follow your cashflow • Budget and Debt Paydown tools to master your money • Learning library with 600+ modules (available on desktop) • Retirement calculator (available on desktop) Fruition Yearly ($99/year - 30 day free trial) • Accounts summary & details for checking, savings, mortgages, loans, and investments • Transactions summary & details for checking, savings, mortgages, loans, and investments • Spending by category & sub-category • Filtering to follow your cashflow • Budget and Debt Paydown tools to master your money • Learning library with 600+ modules (available on desktop) • Retirement calculator (available on desktop) *If you have access to Fruition as a benefit through your workplace, please create your account on a desktop or through a browser before logging into the mobile app. Security at Fruition We take your personal data security and safety very seriously at Fruition. We partner with Plaid, an industry-leading partner in financial services. Plaid is certified in internationally-recognized security standards, like ISO 27001, ISO 27701, and is SSAE18 SOC 2 compliant. Terms of use: https://www.meetfruition.com/legal-directory/terms-of-service-and-use Privacy policy: https://www.meetfruition.com/legal-directory/privacy-policy

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