Financial Plan Smartly

Explore your all-in-one platform for
budget and retirement forecast

No credit card needed

Our unique platform is your shortcut to financial freedom. We help you create a clear path forward and simplify financial management with a comprehensive solution that empowers you to achieve your goals sooner.

Everything you need to secure your path to financial freedom

net worth calculator

budget management

retirement planning

asset allocation

debt analysis

spending analysis

cash flow diagram

various forecasting

tools to save more

Superior financial planning, simpler and more powerful

Make the best budget, investment decision, and debt management

Sync with your accounts

Connect to 12,000+ financial institutions through Plaid. Banking, loans, investments & retirement accounts all included.

Plan budget & track savings

Import the average spending, customize your monthly budget for forecast, and track your monthly saving progress.

Forecast your retirement

Set your retirement age, asset allocation, and debt elimination plan. Get powerful and insighful forecast of future financials

Compare our plans with other firms' budget platform

	Opesway Free	Opesway Plus	Other platform
Assets & net worth tracking
Efficient budget planning
Custom financial goals
Money flow chart & projection
Asset allocation optimized
Debt-free stategy optimized
Powerful wealth & budget forecast
Retirement readiness insight
Bank accounts linking Automatically refresh account balance, investment holdings, loans, and transactions on daily basis.
Auto budget feeding Use the historical average income & spending from the bank account transactions, to feed into budget for forecast. Save 80% of time on filling up the budget template. You still can review and customize any budget amount.
Personalized AI chatbot Use the latest ChatGPT AI model by OpenAI
Price	Always free	14-day free trial Then $14 / month	$3 ~ $20 / month
	Sign up	Get started

Dedicated to serving you 24/7

Facing the uncertainty of the future, do you have questions about:

How is my budget looking? Is it sustainable after retirement?
Am I taking too much or too little risk?
How should I adjust my portfolio to meet my financial goal?
How do I make my investment thrive in a volatile market?

Instead of relying on vague or banal articles about money management, take control of your financial future with Opesway. Our tools, designed for easy and confident personal finance analysis, are just a few clicks away. In minutes, you can start exploring and adjusting your financial strategies. The dashboard, meticulously customized to your unique situation and goals, will be presented in seconds, making you feel understood and catered to in your financial journey.