Enrich Finance

Enrich is more than a portfolio tracker; it's a portfolio intelligence tool. Enrich helps you see where your money is going and where it could go next.

Connect your accounts, optimize your current goals and asset allocation based on academic-backed approaches, explore “what-if” scenarios, and understand how your financial decisions today may shape your future.

No headache-inducing software. No spreadsheets from 2010. No awkward meetings with expensive advisors.

Just clear insight so you can confidently manage your own money on the go in the palm of your hand.

HIGHLIGHTS ? Connect major brokerage and investment accounts ? Visualize your financial future quickly ? Explore “what-if” financial scenarios ? Understand the impact of financial decisions ? Plan savings, investing, and life goals ? Explore ways to reduce potential tax impact

CONNECT YOUR INVESTMENT ACCOUNTS Bring your financial picture into one place.

Enrich connects with many major brokerages and financial institutions, including:

? Fidelity ? Charles Schwab ? Vanguard ? Robinhood ? E*TRADE ? Interactive Brokers ? And many other supported institutions

See your investments clearly so you can make smarter decisions about your portfolio.

PERFECT FOR Enrich is designed for people who want to actively understand and control their financial future: ? Retirement ? Kids’ education ? Major purchases (home, car, etc.) ? Major life experiences (big vacations, weddings, etc.) ? Savings and investing strategies ? Long-term financial goal setting ? Financial independence planning

Whether you're early in your financial journey or optimizing long-term plans, Enrich helps you think through decisions with greater clarity.

SEE YOUR FINANCIAL FUTURE Most finance apps show what has already happened.

Enrich helps you explore what could happen next.

Understand how decisions today may influence your future financial path, from saving more to adjusting investments or planning major life goals.

EXPLORE “WHAT IF” SCENARIOS Thinking about a big financial decision? Test it first.

Use Enrich to explore scenarios like: ? Saving more or less ? Planning major purchases ? Adjusting your investments ? Comparing different financial outcomes Small decisions today can change your financial future. Enrich helps you see those possibilities clearly.

BUILT FOR DIY FINANCE At Enrich, we believe the best person to manage your money is you. That’s why the app focuses on: ? Simple, intuitive financial tools ? Keeping you in control of your finances ? Calculating optimization options for you ? Clear visualizations ? Straightforward language ? No learning curve ? Built for mobile, so you can get your questions answered at a whim