Linedata
Empowering investment and credit management with AI-driven operational alpha and cloud-native agility.
The premier wealth management and automated net-worth tracking engine for high-net-worth individuals.
Formerly known as Personal Capital, Empower Personal Dashboard represents the gold standard in high-fidelity financial data aggregation and algorithmic wealth management. Its technical architecture utilizes advanced data scraping and direct API integrations via Yodlee to provide a real-time, consolidated view of all financial accounts including 401(k)s, brokerage accounts, and physical assets. By 2026, the platform has matured its AI-driven 'Investment Checkup' tool, which leverages quantitative finance models to analyze portfolio diversification, risk exposure, and expense ratio inefficiencies. While the core dashboard remains free to entice users into its ecosystem, the underlying business model is driven by its hybrid-robo-advisory service. The platform's 2026 market position is defined by its ability to bridge the gap between simple budgeting apps like Rocket Money and institutional-grade tools like Bloomberg Terminal, specifically targeting users with complex portfolios. It employs military-grade AES-256 encryption and multi-factor authentication (MFA) to ensure data integrity, though its lack of a public API for developers remains a strategic choice to maintain a closed-loop security environment.
Runs 5,000+ randomized market scenarios to calculate the statistical probability of financial success in retirement.
Empowering investment and credit management with AI-driven operational alpha and cloud-native agility.
The premier QuickBooks Online-native practice management solution for data-driven law firms.
The leading low-code multi-experience platform for building enterprise-grade digital apps across mobile, web, and wearables.
Professional-grade financial data and analytics at a fraction of the cost of a Bloomberg Terminal.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
An alternative to market-cap weighting that equal-weights across size, style, and sector factors.
Scrapes underlying fund prospectuses to find hidden administrative and management fees.
Algorithmic selling of securities at a loss to offset capital gains tax, executed daily.
Direct API link to Zestimates for real-time automated property valuation updates.
Visualizes the gap between current savings rates and long-term capital requirements.
Visualizes spending trends across 12-month trailing windows to identify anomalous expense spikes.
Uncertainty regarding if current savings are sufficient for a 30-year retirement.
Registry Updated:2/7/2026
Over-concentration in specific sectors like Tech or individual stocks.
High expense ratios eroding compound interest over decades.