Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Alwy is an innovative personal finance platform that prioritizes mobile usage and adheres to GDPR guidelines, enabling users to seamlessly track their income, expenses, debts, and investments by linking all their bank accounts and credit cards. The platform intelligently categorizes transactions multiple times a day, constructs and refreshes budgets in real-time, provides tailored saving suggestions—such as terminating unnecessary subscriptions or negotiating fixed expenses—and presents a comprehensive view of debts with comparisons for optimizing loan conditions. Users benefit from insights into their financial well-being and receive tailored advice for establishing emergency funds, diversifying their investment portfolios, or securing better interest rates. Additionally, Alwy features a B2B option, empowering financial professionals, insurers, and mutual fund firms to deliver a cohesive CRM experience alongside trading and custody functionalities, digital client onboarding, automatic compliance notifications, and integrated portfolio management solutions. This dual approach not only enhances individual financial management but also enriches the services offered by financial institutions to their clients.
Description
Take a moment to analyze your recent expenditures, track any pending refunds, and prepare for upcoming bills. Our innovative categorization system generates personalized rules tailored to your spending habits. You can establish budgets that carry over your remaining balance from one month to the next. Gain insights with comprehensive monthly summaries detailing your income and expenses. Approve intelligent adjustment suggestions with just a tap. Our categorization system quickly learns your preferences. You can also create personalized spending categories and groups. Set up custom rules for even the most complex transactions. Access detailed information about your purchases from platforms like Amazon and Venmo. Adjust any aspect of a transaction as needed. By entering your property address, Copilot will monitor the estimated value of your home. Keep track of your net worth through consolidated views of your financial accounts and investments. Copilot’s smart monitoring system notifies you when something requires your attention, providing helpful alerts. We ensure that your personal and financial information is handled with the utmost care and respect, just as we would want our own data to be treated. As you navigate your finances, you can rely on Copilot for support and guidance every step of the way.
API Access
Has API
API Access
Has API
Integrations
Amazon
Era
Venmo
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$8.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Alwy
Founded
2020
Country
Sweden
Website
alwy.se/
Vendor Details
Company Name
Copilot Money
Founded
2019
Country
United States
Website
copilot.money/
Product Features
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control