It's easy to switch to Range from "Bob the Wealth Advisor"
How easy? Check out the commonly asked questions, and explore everything from chatting with a financial planner to monitoring your money with modern features only found on Range.Get Started
Will it be easy to sync my bank, credit, investments?
Yes! In a matter of minutes you can securely import all your account balances and transaction history via Plaid and MX. Allowing you to keep all your accounts right where they belong. We even have the option to add accounts manually, for items stored offline, like wine, art, or beanie baby collections.
Will my partner and I be able to see our finances together?
Yours, Mine, & Ours. Whether you have all your accounts combined or prefer to keep separate, Range has powerful collaboration features allowing you to share just what, when, and with whomever you want. Including non-family members like an accountant or lawyer.
Who can I talk to if I have a question?
You have questions? We have answers. Simply click the “Ask a Question” button for an asynchronous discussion with our team of in-house CERTIFIED FINANCIAL PLANNER™ professionals.
How will I know what to do next?
A goal is nothing without a plan. We're here to build concrete action plans to help you accomplish any goals you've set.
Get an accurate view of your net worth—what you have minus what you owe. Understanding this number can help you make smarter decisions about how to manage your money.
Retire with the lifestyle you want. Use actual numbers to see the most accurate projections. In addition, you can add in future goals (like buying a house) for most accurate calculations.
Organize your spending and savings automatically by date, category, or merchant. Set a monthly spending target and easily see if you are tracking over or under your plan.
See what has come in and gone out in the past 30 days so you can stick to your spending and savings goals.
See how your investments are allocated. By understanding your current position, you can make adjustments to build an ideal target allocation to reach all your long term goals and manage risk.
Keep a pulse on the amount of value returned for all of your holdings relative to their cost basis. See how well your investments are performing, and which ones are are losing over time.
See how well your investments are performing, and how they could do even better, with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.
Know how much life insurance you’ll need to make sure you and your loved ones are covered. Calculate your needs with your actual data to see what range makes sense for you. There are no upsells—this is to protect and secure your future.