Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that you always have the help of a licensed financial advisor whenever you need it.

Get all the information you need in one place. Get Gerber Kawasaki's unique viewpoint on the markets and issues. Have access to the news that's important to you. Finally a place for all of your money needs.

Build your financial plan and goals, Compare your progress with your friends.

Find out if you are on track to reach your short and long term goals. Retirement, college savings, planning a wedding or the family vacation. Set you goals and we'll show you what it take to achieve them. Are you doing what you need to reach your goals, see how you rank relative to your friends.

Manage your budget, Track your net worth

Set your budget, see how much money you can save and where to allocate it. Track your net worth and progress all in a secure environment. No personal account numbers and passwords to input. A simple interface to see where you're at and what you need to do to reach your financial goals.

Calculate your financial needs, Check and manage your accounts all in one place.

Use our customized calculators to determine how much you need to save and how to allocate your investments to reach your goals. Create your own goals and design a plan that works for you. Access your accounts and portfolios if you are a client of Gerber Kawasaki.

Access to your own dedicated financial advisor

Anytime you need help, have questions or simply want to open an account, your Gerber Kawasaki dedicated advisor is always here to help. Get the support you need to make your plan work, but also the guidance of an experienced advisor, no matter how much money you have! This is the first online financial solution that also gives you access to a real human being.

What's New

Version 1.3

* Added holdings to accounts
* Remove accounts you don't want to see

Ratings and Reviews

3.6 out of 5
10 Ratings
10 Ratings

greatest app for financial advice.

I love this app! I can build my financial plan online and get help from my financial advisor. This allows me to have my budget, net worth and goals with all the news and info on markets. Open accounts but most importantly get real help from a real advisor.


Easy to use and very helpful!

I love this app because it's super user friendly. I've also become a lot more efficient in handling my money. The savings tracker is a huge help!



Great app. This app allows me to track my budget and monitor my goals. The app is created by the company called Gerber Kawasaki and it does contain a lot of useful information.


Gerber Kawasaki, Inc.
42.5 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, Spanish
Age Rating
Rated 4+
© 2012 Gerber Kawasaki


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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