Financial Plan Smartly

Explore your all-in-one platform for

Our unique platform is your shortcut to financial freedom. We help you create a clear path forward and simplify financial management with a comprehensive solution that empowers you to achieve your goals sooner.

Superior financial planning, simpler and more powerful

Make the best budget, investment decision, and debt management

Sync with your accounts

bank accounts to select

Connect to 12,000+ financial institutions through Plaid. Banking, loans, investments & retirement accounts all included.

Plan budget & track savings

budget demo

Import the average spending, customize your monthly budget for forecast, and track your monthly saving progress.

Forecast your retirement

retirement report demo

Set your retirement age, asset allocation, and debt elimination plan. Get powerful and insighful forecast of future financials

Compare our plans with other firms' budget platform
Opesway Free Opesway Plus Other platform
Assets & net worth tracking
Efficient budget planning
Custom financial goals
Money flow chart & projection
Asset allocation optimized
Debt-free stategy optimized
Powerful wealth & budget forecast
Retirement (FIRE) readiness insight
Bank accounts linking
Automatically refresh account balance, investment holdings, loans, and transactions on daily basis.
Auto budget feeding
Use the historical average income & spending from the bank account transactions, to feed into budget for forecast.
Save 80% of time on filling up the budget template. You still can review and customize any budget amount.
Personalized AI chatbot
Use the latest ChatGPT AI model by OpenAI
Price Free 14-day free trial
Then $14 / month 		$3 ~ $20 / month
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Facing the uncertainty of the future, do you have questions about:

  • How is my budget looking? Is it sustainable after retirement?
  • Am I taking too much or too little risk?
  • How should I adjust my portfolio to meet my financial goal?
  • How do I make my investment thrive in a volatile market?

Instead of relying on vague or banal articles about money management, take control of your financial future with Opesway. Our tools, designed for easy and confident personal finance analysis, are just a few clicks away. In minutes, you can start exploring and adjusting your financial strategies. The dashboard, meticulously customized to your unique situation and goals, will be presented in seconds, making you feel understood and catered to in your financial journey.

financial analysis

Opesway can let you become the CFO of your wealth management.

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