Sherpa

Sherpa is a new money management tool to track bills and access all of your accounts in one place. The Sherpa platform will offer its “Sherpa Basic” users useful core features, including the ability to view all of their bank and credit card accounts in one place as well as the ability to track, project, and manage account balances and budgets. "Sherpa Premium" users will have all of the Sherpa Basic features and more, with advanced features including investment management and net worth tracking. Later in 2019, all Sherpa customers will have access to financial advisor assistance through the Sherpa platform, making Sherpa a comprehensive resource for anyone looking to move their money forward. The company is also on schedule to release an app during the 3rd quarter of 2019. The software is web-based and can be accessed online at www.gotosherpa.com. Sherpa is offering a free 30-day public beta of its browser-based platform, at the end of which users can opt to pay a small monthly fee to continue using the software.