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New Release – Features for Real Estate Agents 20 Aug 2013 | 02:38 am

We are very excited to announce the new release we are launching today! Our product and engineering teams have been hard at work to add in a number of new features, most of which relate to the work we...

Planwise Launches a Pilot with Better Homes and Gardens Real Estate 2 Aug 2013 | 04:21 am

Over the course of the next two months, we will be launching a pilot with a handful of agents based out of the Berkeley regional office of Better Homes and Gardens Real Estate Mason McDuffie.  Their o...

Planwise meets Real Estate Agents at Tech Edge 29 Jul 2013 | 11:48 pm

Industry Awakening Last week we were lucky enough to get invited to TechEDGE, a nationwide set of workshops organized by the NAR via their ePRO division. It is truly an exciting time to be in Real Est...

5 Strategies to Lower Entertainment Costs This Summer 16 Jul 2013 | 02:42 am

David Bakke writes about financial planning and tips for saving more money on the popular blog, Money Crashers. Warm weather can really heat up your spending habits. There are backyard cookouts, Fourt...

We’d Like to Welcome Budget Challenge 13 Jun 2013 | 12:12 am

Here at Planwise we like partnering with businesses that are out there trying to help better peoples financial future. This leads me to announce a new partner Budget Challenge.  New Partner Introducti...

Digital Money 10 Jun 2013 | 11:42 pm

Paying for goods and services has become increasingly easier over the past few year. So easy in fact that we don’t even need to physically have money on us anymore to pay for items or even for paying ...

CEO Vincent Turner Speaks at Innotribe 4 Jun 2013 | 11:14 pm

Mid May CEO Vincent Turner took off to Singapore to speak at Innotribe. which is: “Innotribe is SWIFT’s initiative to enable collaborative innovation in financial services. We facilitate mould-breakin...

Dormant Account 4 Jun 2013 | 12:56 am

With how busy most of our daily lives are we tend to forget about things, even very important things like a savings account. When this happens over a matter of years, that account becomes classified a...

Down Payment 31 May 2013 | 11:11 pm

Down payment is a pretty basic term when it comes to talking about finance. Do you know why we do it, or what that money covers? What if we give a down payment and we don’t want to follow through with...

What are users are saying 28 May 2013 | 11:37 pm

When Planwise was started, it’s main goal was to help people allow them to help themselves with their money. How do you really know if your product is working? You have to talk to your users!!! So thi...

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