Shyft Score
Directory quality rating
43/100
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Found in 1 source
Our take
The verdict on SmartPath
Limitations
- No free tier
- No MCP/AI agent support yet
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See how SmartPath fits your stackAbout
What is SmartPath?
Financial wellness for the middle class
Key capabilities
Personalized financial planning tools
Budget tracking and management
Debt reduction strategies
Savings goal setting and monitoring
Educational resources on financial literacy
At a glance
Use cases
What you can do with SmartPath
Provide financial coaching and resources to middle-class employees through an employer-sponsored program
Offer personalized financial wellness assessments and action plans to employees
Track and improve employee financial wellness metrics over time
Best for
Middle-class familiesYoung professionalsFinancial advisors
Pricing
SmartPath pricing
SmartPath starts at $29/mo
Starting at $29/mo
Ecosystem
Connected ecosystem
MCP servers, AI skills, and integrations that work with SmartPath
Integrations
PlaidQuickBooksXeroMintStripePayPalSquareTurboTax
FAQs
Frequently asked questions
Common questions about SmartPath and its capabilities
SmartPath pricing starts at $29/mo. Contact SmartPath for enterprise pricing and volume discounts.
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