- Account Overview
After logging in, I see an overview of my account divided into three categories:
Each contains a pie chart of my spending, investments and charitable contributions. Please note that the Grow category is empty because I am using a test account without investments.
- Reference Bar
Pictured below, this feature has eight tabs and is located at the bottom of the user interface (see homepage screenshot at end of post). My favorite tab is TILEcasts, a unique reference tool that contains video clips of experts talking about subjects such as, “Here’s Why You Need Insurance.” The clips break down complex financial issues into bite-sized pieces with digestible language.
The interface includes customized alerts such as portfolio changes, budget limit approaches, and so on. Alerts are delivered via the TILE site, email, or text message.
- My Profile
At first glance, the profile appears similar to Facebook. I can upload my picture, update my status, and share with the TILE community, my financial advisor, my funder (i.e., parent/grandparent), Twitter, or Facebook.
The main part of the profile page is My Financial Identity, which features the homepage categories: Spending, Growing, and Giving, as detailed below. Each contains quizzes and tutorials that allow the user to understand what money means to them. TILE refers to this as a person’s “financial identity.”
Here, I can see how well I know my budget. I take a quiz to test my knowledge of how much I spend on certain categories and am guided through a tutorial to help adjust
In this section I can learn when to start investing, how to time financialmarkets, and take a risk profile assessment. There is an easy-to-use calculator that inputs age, investment
amount, and interest (see graph on the right) to show growth over time.– GivingThis area features a quiz to help me discover causes I really care about and would allocate charitable giving to. It requires much thought and in the end helped me create my own mission statement.