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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

We offer cutting-edge digital wealth and hybrid advisory software solutions to financial institutions, utilizing our acclaimed technology to accelerate the launch of digital business models while significantly reducing costs and conserving development time and resources. Our services support Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and various other organizations in establishing contemporary digital investing and saving offerings, as well as enhancing their existing platforms through our automation, innovation, and captivating online experiences. By employing our modular RESTful API-driven delivery model, firms can implement their own distinctive designs and experiences into their digital offerings, allowing them to stand out from their competitors and expedite their market entry. We deliver a range of digital solutions that encompass D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and advanced Adviser Software alongside Portfolio Management Tools. Additionally, our commitment to innovation ensures that our partners are always equipped with the latest advancements in financial technology.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$8.99
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

WealthNX AI

Founded

2024

Country

United States

Website

www.wealthnx.ai

Vendor Details

Company Name

WealthObjects

Country

United States

Website

wealthobjects.com

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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