Financial Plan Smartly

Explore your all-in-one platform for budget and retirement forecast

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Financial stress can be on the rise in an uncertain economy.
Instead of frequently checking your portfolio, review your long-term financial plan.
- Kiplinger Personal Finance

Everything you need to secure your path to financial freedom

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

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Start Your Financial Journey

Build smarter budgets, investments, and debt strategies in minutes. Use our DIY tools and dashboards to forecast retirement, track progress, and accelerate your path to financial freedom.

start your financial journey

Know Your True Net Worth

Sync all your financial accounts or enter details manually. We aggregate assets, debts, and emergency funds to give you a complete, accurate snapshot of your current financial position.

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Check your net worth wealth

Simplify Lifetime Budgeting

Use one integrated budget template that updates automatically. Save time while gaining clear insights into income, expenses, and long-term savings—no monthly recreating required.

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Plan your budget wealth

View Personalized Projections

Set milestones and model future wealth, debt payoff, and asset allocation. See long-term investment impacts and plan confidently for retirement and major goals.

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Step-by-step forecast wealth

Track Cash Flow Clearly

See monthly and yearly cash-flow forecasts in clean visuals. Monitor income, expenses, and savings trends while spotting opportunities to improve your financial habits.

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Build Your Portfolio Today

Start investing in your goals with confidence. Try the platform free—no credit card needed—and begin shaping your financial future now.

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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 others' 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 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 Always free 14-day free trial
Then $6.99 / 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.

path to success

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

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