Fruition: Track Your Money 1.1.1

See it. Plan it. Achieve it. Fruition aims to assist individuals in realizing their financial aspirations through a comprehensive approach.

Folio
The Folio feature offers users a detailed view of their entire financial landscape via a personalized dashboard. It allows for the centralization and connection of various accounts and transactions under a single login. Key functionalities include:

• Integration of multiple financial accounts, including checking, savings, mortgages, loans, and investments.
• Access to both summary and detailed views of all financial accounts.
• Overview and in-depth tracking of all transactions.
• Spending analysis categorized by various segments through an engaging spending wheel.
• Detailed investment tracking by asset type to monitor their values.

MENTOR
Fruition's Mentorship program is designed to guide users through significant life milestones with the support of experienced financial mentors. These professionals provide insight and expertise to help achieve goals ranging from family planning to retirement strategies. The benefits include:

• Flexible scheduling for 20-minute mentorship sessions at your convenience.
• Access to confidential one-on-one video consultations with a financial mentor.
• The option for trusted partners, family members, or financial professionals to attend sessions for added support.

MEMBERSHIP LEVELS

• Fruition Monthly ($9.99/month - 30-day free trial) includes:
  1. Account summaries and details for various financial instruments.
  2. Transaction summaries and details across different account types.
  3. Categorized spending insights.
  4. Cash flow filtering capabilities.
  5. Access to a learning library with over 600 modules (desktop access only).
  6. A retirement calculator (desktop access only).
• Fruition Yearly ($99/year - 30-day free trial) offers the same features as the monthly plan, making it a cost-effective option for those seeking long-term guidance and resources.

Security at Fruition
Fruition prioritizes the protection of personal data, partnering with Plaid, a leader in financial services security. Plaid adheres to internationally recognized standards such as ISO 27001, ISO 27701, and is compliant with SSAE18 SOC 2 protocols.

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