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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

PopaDex is an innovative software-as-a-service (SaaS) platform that enables users to effectively manage, monitor, and improve their financial well-being. By streamlining financial intricacies, PopaDex integrates all aspects of your financial portfolio—including bank accounts, investments, real estate, and personal assets—into a user-friendly dashboard. This comprehensive tool not only provides real-time visualizations of net worth but also facilitates efficient financial strategy planning, proving to be indispensable for those passionate about personal finance. Moreover, the platform’s intuitive design ensures that users can easily navigate through their financial data and make informed decisions with confidence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$8 per month
Free Trial
Free Version

Pricing Details

$5
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

Fina

Country

United States

Website

fina.xyz/

Vendor Details

Company Name

PopaDex

Founded

2024

Country

United Kingdom

Website

popadex.com

Product Features

Product Features

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Alternatives

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