“LearnVest is uniting the Money Center with our unique financial planning platform. We believe that financial plans should be dynamic guides that are central to your everyday decision-making. 

There are two key additions: First, premium members can now share a view of their Money Center with their LearnVest planner. This allows the planner seamless access to their clients’ most current financial profiles. Second, LearnVest is introducing a Priorities feature that allows members to set goals (such as debt repayment) and track their progress against them.”