rebel rFPW

You integrate your financial accounts all in one place, so you can have an overview of your accounts whenever you login to your rFPW. This includes bank , credit cards, investment, retirement, and insurance accounts.

You can build your budget online and you can monitor your progress in real-time.

Upload your documents, enter in financial info, and our software does the rest! Our financial planning software can leverage immense culmination of data from all of your accounts and will update automatically when things change. You can build plans in your rFPW and have it sent over to one of our advisors to run through with you.

Your rFPW account has a “vault” feature that is backed by 256 bit encryption. You can upload and access documents backed by trusted security. Your account is also available to your mobile device!

Your account can be logged in from anywhere at anytime. Our rFPW automatically updates for you as long as all of your account information and integrations are up-to-date.