Playbook: The Money-Smart App
Playbook is a subscription-based financial planning app that helps users grow their money by automating tax-optimized investment strategies. Launched in 2020 and designed for mid-to-high–earning individuals, Playbook links users’ financial accounts to deliver tailored plans, such as maximizing tax-advantaged savings and allocating toward multiple goals.
Below are some deliverables made for Playbook, with varying messaging depending on target audience.
Retirement Plan
Anti-Stress
Start a Plan
Boost Your Net Worth
