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features
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support

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Description

Managing household finances can be a daunting task, but we simplify the complexities involved. By utilizing default settings, you can easily begin your journey, and as you become more comfortable, you have the option to adjust these settings to better fit your personal preferences through our versatile and customizable features. Our platform allows you to keep track of your budget efficiently, displaying your financial data on a graph for quick comparisons of your spending against your budget. When you input a future payment date, the accounts page provides a clear view of the payment amount along with the remaining balance. Additionally, linking your debit card enables automatic tracking of expenses within designated accounts. You also have the ability to establish scheduled money transfers between your accounts, allowing you to personalize the frequency of these transactions to suit your financial routine. This level of control empowers you to take charge of your finances with ease and confidence.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$8.99
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Money Manager

Website

www.realbyteapps.com

Vendor Details

Company Name

WealthNX AI

Founded

2024

Country

United States

Website

www.wealthnx.ai

Product Features

Product Features

Alternatives

Alternatives