Fidex

Financial Planning & Budgeting Tools

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This platform offers extensive financial planning and management tools designed to help individuals make better and confident money decisions by providing features such as retirement planning, scenario analysis, budgeting, net worth tracking, and financial health assessment. It addresses problems related to financial literacy, savings optimization, debt management, and retirement preparedness, making it ideal for people seeking educational insights, strategic planning, and goal tracking tailored to Canadian and U.S. financial landscapes. Several key features include customizable scenario simulations, flexible budget categorization, detailed asset and liability management, and personalized financial health scores, all intended to improve financial literacy and support better financial outcomes.

Fidex can be found in Financial Planning & Budgeting Tools categories.

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Fidex Main Features

• Pro Plan
  For $9.99 per month, you get advanced plans with automation, retirement tools, tax estimates, and debt advice.
• Free Plan
  It offers basic features like planning, tracking, and a dashboard for free, but no bank syncing or advanced tools.
• Premium Plan
  At $19.99 per month, it includes all Pro features plus special simulators, comparison tools, and early access to new features.
• Scenario Lab
  You can create, copy, and compare different financial plans like buying a house or renting and investing.
• Budgeting Engine
  You can set up budgets by categories, track your income and expenses, and see your true savings rate.
• Insights & Goals
  You get helpful financial tips, can set goals, receive email reports, and track your subscriptions.
• Net Worth Tracker
  This tool shows your total assets and debts, such as bank accounts, investments, property, and loans.
• Financial Health Score
  It gives you a score from 0 to 100 based on your savings, debt, emergency fund, and retirement readiness.
• Retirement & Wealth Engine
  It helps you plan your retirement and compare different funding options, focusing on Canadian programs like RRSP, TFSA, CPP, and OAS.

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