WealthNX

WealthNX

WealthNX AI
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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.

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

Individuals searching for a powerful Personal Finance solution that helps set budgets, check how they are sticking to them, and forecast ongoing budgets

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

$40 per month
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

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

Review this Software

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

BankTree
www.banktree.co.uk

Company Information

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

Alternatives

AceMoney

AceMoney

MechCAD

Alternatives

No Alternatives
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MoneyLine

MoneyLine

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Categories

Categories

Integrations

Quicken

Integrations

Quicken
Claim BankTree and update features and information
Claim BankTree and update features and information
Claim WealthNX and update features and information
Claim WealthNX and update features and information