Empower
A finance dashboard paired with retirement and investment guidance.
Empower is a personal finance and investing platform that combines account aggregation, planning tools, retirement services, and advisory offerings. Individuals can track spending, net worth, investments, savings goals, debt, and retirement scenarios, while also accessing IRA rollovers, investment accounts, high-yield cash, and managed wealth services.
Why it stands out
- Combines Personal Capital-style financial tracking with Empower’s large retirement-plan and IRA ecosystem.
- Covers both everyday money management and long-term investment planning in the same dashboard.
- Offers human advisor options in addition to self-serve calculators and tracking tools.
- Private Client tier adds advanced planning areas such as tax, legacy, and private equity access for eligible clients.
- High-yield cash account is presented with no account fees, no minimums, and expanded FDIC coverage through program banks.
Good to know
- Private Client services are limited to users with $1M+ in investments.
- Rollover decisions can involve taxes, fees, expenses, and lost plan features, so users should compare current accounts before moving money.
- The most useful dashboard experience depends on connecting external financial accounts.
Photos
Investors and retirement savers who want one place to track accounts, model retirement, and get optional human advice. Connect checking, credit, investment, retirement, and other accounts to view overall net worth. Compare retirement scenarios before changing savings rates or investment assumptions. Review portfolio allocation and decide where the next dollar should go. Evaluate whether rolling an old workplace retirement plan into an IRA makes sense.
Account aggregation, net worth tracking, budgeting and cash-flow views, transaction monitoring, retirement planning, portfolio analysis, savings planning, debt payoff tools, emergency fund planning, IRA rollovers, investment accounts, high-yield cash account, and advisor-led wealth management tiers.
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