LearnVest boosts online financial management tools; preps mobile strategy

LearnVest boosts online financial management tools; preps mobile strategy

Summary: LearnVest is combining some of its free and premium-grade financial management tools as it preps to go mobile.

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LearnVest is stepping up its financial management services with the integration of a few existing platforms as well a new mobile focus.

First, the New York City-based company is combining its free personal financial management tool Money Center with its premium financial planning services.

This is really geared towards the business customer set as the integration means that premium financial planning clients can now share a view of their personalized Money Center with their dedicated LearnVest certified financial planners. The idea is to provide the financial advisers with seamless access to their clients' most current financial profiles.

But both the free and premium platforms are getting their own updates as well. Money Center is being upgraded to offer users with access to interactive visualizations to track progress on their various goals over time. The premium services also includes a 5-year financial planner with personalized to-dos for meeting goals as well as a new Portfolio Builder.

LearnVest will also be rolling out its first iPhone app soon. Although a launch date hasn't been revealed, the free app could present some healthy competition for the likes of Intuit-owned Mint as it is described to be able to allow users to actively track spending and budgets while on-the-go.

Furthermore, credit and debit transactions will be automatically categorized, and users can updated their budgets by logging cash purchases as they happen.

All of that sounds straight-forward enough, but LearnVest is trying to distinguish its online financial management platform via tools set up for planning budgets for work and life events with many of its services targeted towards women.

In an effort to separate itself from the other personal finance apps already available, the mobile app will include access to LearnVest's original editorial content.

Topics: Start-Ups, Data Management, iOS, iPhone, Mobile OS

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