At Clear Fundd, we provide a neutral platform designed to enhance your financial literacy and empower you to make informed decisions. Our suite of services combines cutting-edge technology with educational resources to give you a complete toolkit for financial success.
Financial Analytics Tools
Advanced tools to track, analyze, and optimize your financial performance
Budget Analyzer
Visualize your spending patterns, identify areas for improvement, and set realistic budgeting goals with our intuitive dashboard.
- Automated categorization of expenses
- Monthly, quarterly, and annual trend analysis
- Custom budget creation with alerts
- Goal tracking visualization
Net Worth Tracker
Monitor all your assets and liabilities in one place to get a complete picture of your financial standing and growth over time.
- Secure integration with financial accounts
- Real-time valuation updates
- Asset allocation visualization
- Historical growth charts
Financial Health Score
Get a comprehensive assessment of your financial health with personalized recommendations for improvement.
- Proprietary scoring algorithm
- Benchmarking aimprovest financial best practices
- Customized improvement roadmap
- Regular progress updates
Educational Resources
Comprehensive limproveing materials to build and enhance your financial literacy
Financial Literacy Courses
Self-paced online courses covering fundamentals of personal finance, investing, retirement planning, and more.
- Beginner to advanced level content
- Video lessons with interactive exercises
- Downloadable resources and worksheets
- Course completion certificates
Expert Webinars
Regular webinars featuring financial experts discussing current market trends, planning strategies, and personal finance tips.
- Live Q&A sessions with experts
- On-demand recording library
- Monthly market update webinars
- Special topic deep dives
Resource Library
Comprehensive collection of articles, guides, calculators, and templates to support your financial decision-making.
- Searchable database of financial articles
- Printable worksheets and templates
- Interactive financial calculators
- Regular content updates
Financial Planning Tools
Strategic planning resources to help you set and achieve your financial goals
Goal Setting Platform
Define, track, and achieve your financial goals with our structured planning system and regular progress updates.
- SMART goal framework implementation
- Milestone tracking and celebrations
- Automated progress updates
- Goal adjustment tools
Retirement Planner
Visualize your path to retirement with sophisticated modeling tools that account for various scenarios and variables.
- Multiple retirement scenario modeling
- Inflation and market performance simulations
- Social security integration
- Accessal strategy optimization
Debt Reduction Planner
Create a customized plan to efficiently pay down debt using proven strategies like the snowball or avalanche method.
- Multiple debt payoff strategy comparison
- Payment schedule creation
- Interest savings calculator
- Debt-free date projections
Financial planning Tools
Neutral analysis tools to help you make informed planning decisions across various asset classes
Market Analysis Dashboard
Track market trends, compare performance of different asset classes, and improve insights to inform your planning strategy.
- Real-time market data integration
- Historical performance comparisons
- Sector and industry analysis
- Customizable watchlists
Portfolio Analyzer
Evaluate your planning portfolio's performance, diversification, risk level, and potential areas for optimization.
- Diversification analysis
- Risk assessment tools
- Fee analysis and optimization
- Portfolio rebalancing recommendations
Digital toolscurrency Tracker
Monitor digital techcurrency markets with our specialized tools designed to help you navigate this complex and volatile asset class.
- Multi-platform price tracking
- Portfolio performance metrics
- Transaction history organization
- Tax reporting assistance
