A collaborative approach to personal finance. We help consumers manage financial chores by putting everyone & everything in one place.
Balance is a new way to deal with your personal financial chores. All of your finances managed from one secure place mated to a nationwide network of financial professionals to give you service and advice along the way. Balance is the only system that combines all of your financial accounts and bills in one place along with professional support to keep you on track. We also use a deep level of analytic automation in our software.