Wealth Plan collects fourth award in five months for helping make financial goals happen

J.P. Morgan Wealth Management’s Wealth Plan won a Real Simple 2023 Smart Money Award in the Financial Literacy category, securing its fourth industry award this year. Real Simple is the #1 women’s monthly magazine on newsstands in the U.S. and honors the best new apps, accounts and services in personal finance.

Wealth Plan is a free digital money coach that helps Chase customers plan, save and invest for their goals, all in one place. It provides users with a full view of their finances, including accounts outside of Chase, and allows them to set goals and get personalized step-by-step guidance to help reach them. Wealth Plan users can also schedule a video meeting and work with a J.P. Morgan advisor right in the Chase Mobile app.

“Studies show women tend to invest for the long term, and Wealth Plan makes it simple to create a financial roadmap – from buying a dream home, starting a family or retiring early,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “Wealth Plan is helping to make women’s lives easier, and I’m proud that this award recognizes that.”

Women are expected to inherit a large portion of the $30 trillion from baby boomers in the coming years, according to McKinsey.

Wealth Plan launched in December 2022 and continues to earn recognition for helping people make smarter money decisions. Since March, Wealth Plan was named Best Personal Finance Product in the 2023 FinTech Breakthrough Awards, and Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.

“Wealth Plan has made planning for the future more accessible, whether someone works with an advisor or does it on their own,” said Sam Palmer, Head of Product and Experience at J.P. Morgan Wealth Management. “We’ve created a tool that helps people overcome behavioral roadblocks, gain a full understanding of their financial situation and take real steps towards their goals.”

J.P. Morgan Wealth Management also ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the J.D. Power 2022 U.S. Wealth Management Digital Experience Study.

All Chase customers can access Wealth Plan for free by clicking on the ‘Plan & track’ tab in the Chase Mobile app or on Chase.com.

For more information about Wealth Plan visit www.jpmorgan.com/wealthplan

Real Simple’s fifth-annual Smart Money Awards reveal the best new apps, accounts, and services that help organize your financial home. See the full list of winners here: RealSimple.com/SmartMoneyAwards

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.9 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,100 advisors and ~$893 billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our more than 4,700 Chase branches throughout the U.S., or in one of our 30 offices. For more information, go to www.jpmorgan.com/wealth and follow @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.

About the Real Simple 2023 Smart Money Awards

REAL SIMPLE's fifth-annual Smart Money Awards reveal the best new apps, accounts, and services that help organize your financial home. Selected by an independent panel of personal finance pros and REAL SIMPLE editors, the 38 winning products help build a nest egg, buy a home, or maximize your credit card points. From financial literacy and investments to real estate and retirement, the eight categories span all ages and stages of personal finance. The 2023 Smart Money Awards are featured in the September 2023 issue, on sale August 18 and the full list of winners is available at RealSimple.com/SmartMoneyAwards.

IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Real Simple’s Smart Money Awards winners (Published 14 August 2023) are selected by an independent panel of judges who evaluated the nominations based on innovation and relevance to Real Simple readers. Fee paid to publisher for licensing use of materials after awards announced. Study conducted between March 2023-June 2023. For more information, visit: https://www.realsimple.com/smart-money-awards-2023-7560855

Banking Tech USA Awards winners (Published 1 June 2023) are selected by a panel of judges who evaluated the nominations based on criteria including their results and impact. Nomination fee paid to organizer at time of submission. Study conducted between March 23, 2023–April 24, 2023. For more information, visit: https://informaconnect.com/banking-tech-awards-usa/nomination-guidelines/

FinTech Breakthrough Award winners (Published 23 March 2023). are selected based on an in-depth research methodology and proprietary scoring system that includes six objective criteria, including product functionality, ease-of-use, technological innovation and impact. Companies do not pay a fee to be considered or placed on the list of FinTech Breakthrough Award winners. Less than 10% of candidates reviewed receive an award. The FinTech Breakthrough Awards do not evaluate the quality of services provided to their clients or customers and is not indicative of the Company’s future performance. Fee paid to publisher for licensing use of materials after ranking announced. Study conducted between October 1, 2022–January 11, 2023 . For more information, visit https://fintechbreakthrough.com/judging-process/

J.P. Morgan Wealth Management received the highest score in the J.D. Power 2022 U.S. Wealth Management Digital Experience StudySM, which measures satisfaction with wealth management websites and mobile apps (Published 22 November 2022). The independent study was conducted between June – August 2022 and is based on responses from 6,375 full-service and self-directed investors, and the evaluated firms do not pay to participate. The ranking shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. Each individual client’s experience may vary. License fee paid to publisher for use in promotional materials. Visit jdpower.com/awards for more details.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

© 2023 JPMorgan Chase & Co.

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