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Description
PiggyVest serves as an intuitive online platform designed for savings and investment, making the process of building wealth more manageable by integrating automation, adaptability, and robust security features into one cohesive experience. Users are able to establish and oversee specific savings plans while effectively monitoring their progress and categorizing their funds through labeling. The platform encourages real-time collaboration on shared financial objectives, offers self-directed, low-risk investment options, and automates reinvestment through integrated portfolio management tools, all accessible via a user-friendly web and mobile interface. To protect sensitive data and transactions, PiggyVest employs top-tier security measures, including 256-bit SSL encryption and payment processors that adhere to PCI DSS standards, safeguarding both user funds and personal details. The emphasis on habit formation is further enhanced by customizable savings frequencies—daily, weekly, or monthly—alongside a streamlined onboarding process and clear visual representations of goals, enabling users to cultivate their savings in a systematic manner without the need for continuous manual intervention. This approach not only simplifies the wealth-building journey but also empowers individuals to take charge of their financial futures confidently.
Description
In contrast to traditional banks that allow your funds to remain stagnant, we leverage technology to facilitate effortless growth of your finances. Our platform enables you to automatically save or invest any surplus cash you have. Simply determine the amount to reserve for bills and emergencies, and we'll transfer the excess to your chosen categories or investment account seamlessly. You maintain full control without the hassle of manual transfers. Enhance your long-term wealth through our expertly curated portfolio or opt to create a personalized one. We take care of reinvesting dividends automatically, rebalancing your investments, and identifying strategies to optimize your after-tax returns. Additionally, our Tax-Loss Harvesting approach can help reduce your tax liabilities as you grow your investments. Our service is designed to automatically manage your extra cash, ensuring you decide how much to set aside for necessary expenses while we handle the rest. With intelligent features to prevent overdrafts, you can enjoy peace of mind knowing that your finances are both secure and under your control. Plus, our commitment to your financial growth means you can focus on your goals without worrying about your money sitting idle.
API Access
Has API
API Access
Has API
Integrations
Numeric
Utluna
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
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
PiggyVest
Founded
2016
Country
Nigeria
Website
www.piggyvest.com
Vendor Details
Company Name
Wealthfront
Founded
2011
Country
United States
Website
learn.wealthfront.com