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features
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Description

Gain direct access to over 50 financial markets worldwide through your EXANTE account, including major exchanges such as NASDAQ, the London Stock Exchange, and the Tokyo Stock Exchange. This service is tailored for private investors seeking seamless entry to a variety of global trading venues and the ability to manage everything from a single multi-currency account. You can trade stocks, ETFs, bonds, futures, options, metals, and both fiat and cryptocurrencies. For wealth and asset managers catering to multiple clients, EXANTE offers the ability to introduce new exchange-traded and OTC instruments to your clientele while benefiting from simplified multi-account management and detailed reporting tools. The platform enhances investor relations and personal wealth services, backed by round-the-clock customer support. Additionally, private financial agencies managing investments for affluent families and groups can take advantage of flexible jurisdiction options, effortless asset transfers, and top-notch investor protection through our award-winning platform that is globally licensed. This comprehensive approach ensures that all your investment needs are met with professionalism and efficiency.

Description

WealthNX AI integrates personal finance, investment management, and artificial intelligence into a comprehensive platform. Users can monitor their net worth, manage budgets, track cash flow, manage debt, oversee investments and cryptocurrencies, scan receipts, keep tabs on recurring bills and subscriptions, analyze portfolio exposure, earnings, insider transactions, and market sentiment, as well as pose inquiries through features like Wealth Genie, AI Stock Assistant, and AI Crypto Assistant. Additionally, WealthNX offers functionalities for household and family perspectives, a customizable Build Mode, and voice interaction options. The platform ensures that connected accounts are read-only, meaning WealthNX does not engage in any money transfers or trading activities. It is important to note that the information provided is solely for educational and informational purposes, and should not be interpreted as investment, tax, or legal guidance. With its diverse features, WealthNX aims to empower users in making informed financial decisions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

ATAS

Integrations

ATAS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$8.99
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

EXANTE

Country

Cyprus

Website

exante.eu/

Vendor Details

Company Name

WealthNX AI

Founded

2024

Country

United States

Website

www.wealthnx.ai

Product Features

Alternatives

Alternatives

Public Reviews

Public

Public.com
Asseta Reviews

Asseta

Asseta.ai