WealthNXWealthNX AI
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Related Products
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About
Take the hassle out of managing your money and put the fun back in to your life with our finance software. Manage your money on the move with our online, personal finance software. Get our desktop, personal finance software for your Windows computer, and our mobile app for your Android phone and tablet, or Apple phone and iPad. Connect to your bank and download live transactions with our 2048 bit secure connection or manually import your statements. Import from Quicken, and Microsoft Money with our easy to use import facility with our personal finance software. Scan receipts with your mobile, using the BankTree Mobile app, and sync with the desktop to have all your receipts on your computer. Or sync with our online application to store your receipts on the cloud.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individuals searching for a powerful Personal Finance solution that helps set budgets, check how they are sticking to them, and forecast ongoing budgets
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Audience
Wealth Trackers, Investment Trackers, Portfolio Trackers, Couples, Family
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$40 per month
Free Version
Free Trial
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Pricing
$8.99
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBankTree
www.banktree.co.uk
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Company InformationWealthNX AI
Founded: 2024
United States
www.wealthnx.ai
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Integrations
Quicken
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