WealthNX

WealthNX

WealthNX AI
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About

Improve automation and advisor efficiency with our unified digital wealth management platform. Deliver a more connected digital wealth management experience. Choose your main challenge and we’ll guide you to the right solution. Provide a complete and unified digital wealth management experience for your advisors. We provide complete and unified software to manage the digital wealth experience. Manage the wealth needs of all advisors and clients across all lines of business, from investments to banking to insurance, on a comprehensive platform that integrates with your existing technology footprint. Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our intuitive applications speed up your time to market and empower smarter, faster decisions. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business.

About

WealthNX AI brings personal finance, investing and AI into one experience. Users can track net worth, budgets, cash flow, debt, investments and crypto; scan receipts; track recurring bills and subscriptions; review portfolio exposure, earnings, insider transactions and market news sentiment; and ask questions through Wealth Genie, AI Stock Assistant and AI Crypto Assistant. WealthNX also supports household and family views, custom Build Mode and voice experiences. Connected-account access is read-only, and WealthNX does not move money or place trades. Information is for informational and educational purposes and is not investment, tax or legal advice.

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

Companies that need a solution to improve their digital wealth management experience

Audience

Wealth Trackers, Investment Trackers, Portfolio Trackers, Couples, Family

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

$8.99
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

Advisor360°
United States
www.advisor360.com

Company Information

WealthNX AI
Founded: 2024
United States
www.wealthnx.ai

Alternatives

Alternatives

No Alternatives
BITA Risk

BITA Risk

corfinancial
Keenai

Keenai

Keenai Global
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Advisor360° and update features and information
Claim Advisor360° and update features and information
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