TFO OnTrak

Finance

Free · Designed for iPad

TFO OnTrak, powered by Pocketnest, will coach you to create and stick to a comprehensive financial plan—that’s unique to you, your lifestyle and your goals. Link your accounts to get an even more complete and personalized plan. Gone are the days of sweating over spreadsheets. Use TFO OnTrak to achieve financial wellness in just 3 minutes a week. We’ll walk you through all 10 themes of financial wellness, while identifying gaps in your plan, guiding you to set meaningful goals, and mapping a pathway to achieve them. The best part? TFO OnTrak puts to work all the financial strategies you learned in TFO RightTrak®

  • 5.0
    out of 5
    7 Ratings

[+] Updated spending/transaction tracking [+] Enhanced goals tracking [+] Core platform updates [+] Bug fixes, keep the feedback coming

The developer, TDC Companies Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • TDC Companies Inc.
  • Size
    • 132.5 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 17.6 or later.
    • iPhone
      Requires iOS 17.6 or later.
    • iPad
      Requires iPadOS 17.6 or later.
    • Mac
      Requires macOS 14.6 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.3 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2022 TFO Investment Advisory