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Learnvest Features Review

By , May 5th, 2014 | One Comment

learnvest features review

LearnVest is a personal finance company that helps with financial planning, management, and investments. It has several different features that allow you to budget and manage your money and has become a very well-known and widely used website. Below is a review of the different features that you should check out if you’re planning on signing up for their services:

Financial Planner

One of the biggest services offered is that they pair you up with a certified financial planner. Your financial planner helps you tracks your spending and investments and set financial budgets and goals. They can also offer investment and portfolio advice and help you figure out what type of budget best fits your life. This is a great feature for someone who is planning to overhaul their finances and wants the help of a financial planner without the trouble of searching one out on their own.

Money Center Tool

Their Money Center Tool allows users to pull up information on all of their financial accounts and track spending, manage budgets, and set financial goals. You can also share you account information and desktop with your financial planner so you’re both on the same page when you’re discussing financial changes you may or may not want to make. The one major fault is that purchases can sometimes get incorrectly categorized which can get frustrating for those who like their budget neat and clean.


The website also provides a step-by-step guidance on a variety of different financial accounts such as retirement, investment, and debt. This is provided by certified financial planners and can be a great option for someone who needs to cut down debt or wants to plan for retirement but doesn’t know how to get started.

Set and Track Goals

LearnVest also allows you to set and track specific customizable goals. For instance, say you want to plan a big overseas trip but may be having trouble saving money. You are able to mark that out in your account, hook up a financial account, and keep track of your savings until you reach your goal. They’ll provide you with help on how to reach that goal and how much money you can realistically save each week or each month.


The website provides a collection of finance related articles that cover a lot of different topics such as financial planning apps or the best ways to set and keep a budget. They even range from articles on budget friendly meals to ways to save money on your next big trip or purchase. One of the issues some users have is that editorial content can be a bit aggressive, but for the most pat you will get quality information that will be helpful for your personal finances.


You work hard for your money, so it makes sense that you want to make sure that it’s secure and protected. LearnVest agrees with that sentiment and provides several guidelines on how to best insure your money and assets, as well as articles telling you what you should and should not do. Of course, they also provide help in the form of their financial planners as well.

Investment Advice

You also get investment advice that includes guidance for first time investors and allocation recommendations for seasoned investors. They want to make sure that you’re doing the most with your money in a way that will best benefit you. If you’re worried about your investments, your financial planner may be able to help you reallocate money or compare your portfolio to the market standard.

Ongoing Support

Another feature is ongoing support and solutions for whenever your financial situation changes. Whether you have suddenly come into a lot of money or have lost a lot, there are planners that can help you figure out the next steps to take so that you’re not only staying on budget, but that all your accounts are still in working order. The company’s support system works to make sure that your investments are in good hands and that your budgets and goals are working up to their full potential.

Custom Challenges

Everyone has a different situation, so obviously when it comes to financial planning, one solution doesn’t fit all. Their Custom Challenges is a feature that allows you and your financial planner to customize your financial decisions into small decisions and benchmarks that work for your lifestyle. What works for one person won’t work for everyone, so being able to customize your savings, investment, or financial goals to your lifestyle is a great option that you may want to look into.


The company uses a secure technology that many banks and credit card companies also use. Furthermore, while the information from your financial accounts appear on the website, you can’t do anything more than look at your money and see the suggestions and guidelines on how to manage it. If you want to transfer money, for instance, you have to make that transaction at your actual financial institution. This helps to keep your money safe and all of your information protected and private.

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