BrightPlan

Finanzas

Gratis · Diseñada para iPad

Take control of your finances using BrightPlan for personalized financial guidance, tracking your goals, and making a plan based on your unique situation to thrive! This employer provided benefit helps reduce financial stress and build your confidence when it comes to money. BrightPlan’s offerings may vary by country and employer. Learn: BrightPlan Academy offers tailored educational resources, including articles and live/on-demand sessions, focused on your financial needs. We prioritize your goals—no selling, just support. Plan: You're not alone. The BrightPlan digital Financial Wellness Coach™ and new AI Coach provide personalized 24/7 support to help you achieve your financial goals with controlled content. Manage: Visibility is a key ingredient to navigating your financial situation. Review your budget, monitor your spending, and see all your accounts in one dashboard. Invest: BrightPlan provides goals-based investment guidance based on your personal risk tolerance and goal parameters. Secure: BrightPlan ensures your data is private and secure, never shared with employers or third parties, sold, or used for marketing. We follow best practices and hold security certifications to protect your information. Fiduciary Excellence: BrightPlan is a registered investment advisor and legally required to act in your best interests – our certification by the Centre for Fiduciary Excellence (CEFEX) verifies that we adhere to the highest standards. Disclaimers: BrightPlan LLC is an SEC registered investment adviser that may offer investment advice to U.S. residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. By using this application, you accept our Terms of Service (https://www.brightplan.com/terms-of-service), Privacy Notice (https://www.brightplan.com/privacy-policy) and, in the United States, Investment Advisory Agreement (https://www.brightplan.com/investment-advisory-agreement). © 2025 BrightPlan LLC

Calificaciones y reseñas

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

Bug fixes and enhancements

Versión 3.0.3

El desarrollador (BrightPlan LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • Datos asociados con tu identidad

    Los siguientes datos pueden recopilarse y asociarse con tu identidad:

    • Información de contacto
    • Identificado­res

  • Datos no asociados con tu identidad

    Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:

    • Información financiera
    • Información de contacto
    • Identificado­res
    • Datos de uso
    • Diagnóstico

Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

Accesibilidad

El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

Ficha técnica

  • Vendedor
    • BrightPlan LLC
  • Tamaño
    • 37.4 MB
  • Categoría
    • Finanzas
  • Compatibilidad
    Requiere iOS 18.0 o posterior.
    • iPhone
      Requiere iOS 18.0 o posterior.
    • iPad
      Requiere iPadOS 18.0 o posterior.
    • Mac
      Requiere macOS 12.0 o posterior y una Mac con el chip M1 de Apple o posterior.
    • Apple Vision
      Requiere visionOS 2.0 o posterior.
  • Idiomas
    • Inglés
  • Edad
    4+
  • Copyright
    • © 2016-2026 BrightPlan LLC
  • Sitio web del desarrollador
  • Política de privacidad

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