Nauma

Nauma

Smartine Inc.
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About

Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents.

About

Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms. With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and enterprises looking for a solution to simplify the cooperation between SMEs and trust companies

Audience

Tech professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$200/year
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Accounto
Switzerland
accounto.ch/en/

Company Information

Smartine Inc.
Founded: 2025
United States
nauma.ai/

Alternatives

Alternatives

d.velop sign

d.velop sign

d.velop AG
Orion

Orion

Orion Advisor Technology

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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