SageView Financial Fit app for iPhone and iPad

SageView Financial.fit allows an individual to see their complete financial picture in one place by taking them through a guided, easy-to-follow set of steps that aims to improve financial well-being and meaningful financial decision-making. As an individual progresses through the Workouts, their overall fitness score improves.


Financial.fit has a series of 6 modules, including Budgeting, Emergency Savings, Debt Management, Retirement Planning, HSA and Insurance Management.


Once an individual completes each module, the dashboard updates to show progress. Good financial decisions, such as meeting a savings goal, increase the Workout score, while poor decisions, such as racking up significant credit card debt, lowers the score.


Financial.fit allows users to aggregate accounts and transactions across thousands of financial institutions, allowing them to measure, guide and improve their financial health.