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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
Our platform allows you to seamlessly integrate your financial information into customizable blocks for effortless planning. With the ability to bulk categorize, establish rules, and manage transfers, you can ensure your data is organized and pristine. While maintaining distinct financial accounts, you can view everything in one unified interface. The information is pulled in real-time from your financial accounts. Begin easily by inserting blocks using a Notion-style document editor, where you can tailor your workspace to fit your needs. Fina collaborates with trusted third-party data service providers, such as Plaid, to securely link you to your financial institutions with top-notch security standards. Rest assured, our servers do not store or have access to any of your financial account credentials. We operate under a read-only access model, retrieving your data only when necessary. Importantly, we do not possess the capability to transfer funds or access your financial information without your explicit consent, ensuring your privacy and security remain intact. This commitment to safety and transparency allows you to manage your finances with confidence.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
$8 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
Fina
Country
United States
Website
fina.xyz/