Bring the picture together
See important financial activity and commitments without piecing the story together across disconnected tools.
Balance by Control Axis Systems
Your money should make sense.
Balance is a read-only personal financial planning application being designed to make everyday financial information easier to see, understand and prepare around.
In private development
A clearer financial picture
See where you are. Prepare for what comes next.
Balance is being developed to bring the important parts of personal financial planning into one calm, understandable workspace.
Plan around real life
Organize upcoming responsibilities, personal goals and the decisions that may affect the months ahead.
Guidance without execution
Use financial information to support decisions without giving the application authority to move or invest money.
Read-only by design
Information for your decisions—not decisions made for you.
Balance is being built as an organization and planning tool. It will not transfer money, pay bills, hold funds or execute investments.
Understand the whole picture.
Bring financial information into a more useful view without turning the experience into another complicated dashboard.
Know what the guidance is based on.
Planning information should remain understandable and reviewable instead of hiding important assumptions.
You make every financial decision.
Balance is designed to inform and organize. The user remains responsible for every financial and investment choice.
Important: Balance is in development. It does not guarantee outcomes and does not replace advice from a qualified financial, tax or legal professional.
Balance is in development.
Deeper capabilities, compatibility information and testing access will be shared as the product progresses.