Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Eliminate the stress of financial management and bring enjoyment back into your life with our innovative finance software. Effortlessly oversee your finances while on the go with our online personal finance platform. You can download our desktop version for Windows computers and access our mobile app available for both Android devices and Apple products like iPhones and iPads. With our highly secure 2048-bit encrypted connection, you can link to your bank and download real-time transactions, or you may choose to manually upload your bank statements. Our user-friendly import feature allows you to easily transfer data from Quicken and Microsoft Money into our personal finance software. Capture receipts using the BankTree Mobile app and seamlessly sync them with your desktop, so all your receipts are conveniently available on your computer. Alternatively, utilize our online application to back up your receipts securely in the cloud, ensuring you have access to them anytime, anywhere. This comprehensive approach allows you to manage all aspects of your finances effortlessly and enjoyably.

Description

WealthNX AI integrates personal finance, investment management, and artificial intelligence into a comprehensive platform. Users can monitor their net worth, manage budgets, track cash flow, manage debt, oversee investments and cryptocurrencies, scan receipts, keep tabs on recurring bills and subscriptions, analyze portfolio exposure, earnings, insider transactions, and market sentiment, as well as pose inquiries through features like Wealth Genie, AI Stock Assistant, and AI Crypto Assistant. Additionally, WealthNX offers functionalities for household and family perspectives, a customizable Build Mode, and voice interaction options. The platform ensures that connected accounts are read-only, meaning WealthNX does not engage in any money transfers or trading activities. It is important to note that the information provided is solely for educational and informational purposes, and should not be interpreted as investment, tax, or legal guidance. With its diverse features, WealthNX aims to empower users in making informed financial decisions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Quicken

Integrations

Quicken

Pricing Details

$40 per month
Free Trial
Free Version

Pricing Details

$8.99
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BankTree

Website

www.banktree.co.uk

Vendor Details

Company Name

WealthNX AI

Founded

2024

Country

United States

Website

www.wealthnx.ai

Product Features

Product Features

Alternatives

GlidePath Money Reviews

GlidePath Money

QuickTech LLC

Alternatives

AceMoney Reviews

AceMoney

MechCAD
Asseta Reviews

Asseta

Asseta.ai