All-In-One Financial Dashboard
See all your accounts, goals, and progress in one seamless view. With our all-in-one financial dashboard, you can track your savings, investments, and external accounts effortlessly.
Stay Connected to Your Goals, Anytime, Anywhere.
6M+
Users on Automated Investing Platforms
With our all-in-one dashboard, you can view your entire financial picture in one place. Track your goals, monitor your progress, and manage your accounts from a single, intuitive platform. Stay organized and in control, no matter where life takes you.
Why Choose Bleum’s All-In-One Dashboard
Why Choose Bleum’s All-In-One Dashboard
View Your Net Worth
Get a complete overview of your financial health in one place.
Connect External Accounts
Easily link accounts from other institutions to see your full financial picture.
Add Shared Accounts
Include joint and trust accounts to track shared finances seamlessly.
Monitor Performance
View your earned dividends, tax-loss harvesting benefits, and more.
Track Your Progress
Keep your savings on target and make adjustments as your goals evolve.
Follow Money Movement
Stay on top of deposits, spending, and transfers with real-time updates.
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Gain Insights Into Your Earnings
Explore a detailed breakdown of your investment performance and see how our technology is helping you save and grow your wealth.
Full Control of Your Deposit Schedule
Easily set up recurring deposits to grow your savings automatically, and manage your money movement directly from your dashboard.
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FAQ
What can I see in the Bleum dashboard?
You can view all your accounts, savings goals, and performance insights in one place, including connected external accounts.
Can I manage different account types from the dashboard?
Yes, you can view and manage IRAs, investing accounts, savings goals, and checking — all from one centralized platform.
How do I track my financial progress?
Your dashboard shows real-time updates on earnings, contributions, and progress toward your goals, so you always know where you stand.
Is it possible to automate deposits from the dashboard?
Absolutely. You can set, change, or pause recurring deposits right from your dashboard with just a few clicks.
