’s Financial Planning Software

Never Miss An Update

Click the button, then click follow in the top right.


Quick Points

💰 Absolutely free: will cover all licensing costs.
🔐 Secure & Private: Your peace of mind is our priority.
🌟 Feature-Rich Finance Management, a giant leap above
🏆 A leading financial planner software – ranked #3 by
🔄 Regular Software Updates every 2 weeks – stay on top of your financial game with a dedicated software team!
👀 Control Your Privacy from ‘Hide my transactions’ option available!
🛑 Want zero visibility from us? Reach out and request a self-directed account and we will not review your account.

📣 is Shutting Down! – Make the Smart Move to RightCapital powered by! 🌐✨

We are thrilled to announce that has upgraded our services by implementing state-of-the-art financial planning software, RightCapital! This comprehensive platform will support the frum community, and thanks to the generous donations we’ve received, you can now access it for FREE!

At, our dedicated team works individually with each family, guiding you through the process of using RightCapital’s groundbreaking features, which include:

1. Interactive Retirement Planning: Visualize multiple scenarios and stress tests, helping you turn your retirement dreams into reality.
2. Tax-Efficient Strategies: Optimize your tax savings with easy-to-understand distribution strategies, withdrawal schedules, and Roth conversions.
3. Social Security Optimization: Maximize your Social Security income and make informed decisions about when to start receiving benefits.
4. Budgeting Tools: Manage your budget, track spending, and set expectations for future expenses.
5. Student Loan Management: Explore scenarios to reduce student loan payments for yourself or your children.
6. Insurance Needs Evaluation: Safeguard your financial future by assessing your needs for disability or life insurance.
7. Demystified Estate Planning: Understand the flow of assets and potential estate tax ramifications, ensuring peace of mind.
8. Account Aggregation: Consolidate all your financial accounts in one place for a clear, comprehensive picture.
9. Streamlined Client Onboarding: Get started easily with our user-friendly client portal.
10. Snapshot: Create personalized plan summaries that organize key financial planning charts and notes into a single, easy-to-understand page.

Plus, with the RightCapital mobile app, you can access your financial information on the go!

Don’t miss this opportunity to take control of your financial future. Set up your account today and let our team at help you chart the best course for you and your family, with personalized guidance every step of the way.

Wishing you continued success and prosperity,

Baruch Niebloom
Founder @

Scroll to Top
× How can we help?